LifePlan Financial Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

LifePlan Financial Group’s Portfolio ISCG Stock Details ISCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$43K	Buy	+1,074	New	+$41.7K	0.02%	258

Other funds holding ISCG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LifePlan Financial Group's ISCG Position: Q3 2020 in Review

LifePlan Financial Group opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q3 2020: 1,074 shares worth $43K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings.

82 funds tracked by Wall St. Rank hold ISCG as of Q3 2020.

LifePlan Financial Group held 1,074 shares of iShares Morningstar Small-Cap Growth ETF worth $43K as of Q3 2020.
iShares Morningstar Small-Cap Growth ETF was a new LifePlan Financial Group position in Q3 2020.
iShares Morningstar Small-Cap Growth ETF made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #258 holding.
82 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.