LifePlan Financial Group’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-420	Closed	-$19K	–	555
2019 Q2	$19K	Hold	420	–	–	0.01%	348
2019 Q1	$19K	Hold	420	–	–	0.01%	350
2018 Q4	$17K	Hold	420	–	–	0.01%	346
2018 Q3	$22K	Hold	420	–	–	0.01%	327
2018 Q2	$21K	Hold	420	–	–	0.01%	330
2018 Q1	$20K	Buy	+420	New	+$20.8K	0.01%	317
2014 Q2	–	Sell	-420	Closed	-$17K	–	135
2014 Q1	$17K	Buy	+420	New	+$16.8K	0.01%	160

Other funds holding ISCV

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

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

MTC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

LifePlan Financial Group's ISCV Position: Q3 2019 in Review

LifePlan Financial Group sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q3 2019, closing a stake of 420 shares — an estimated $19K sold.

LifePlan Financial Group first reported a position in ISCV in Q1 2014 and held it in 7 quarters. The position peaked at $22K in Q3 2018. 80 funds tracked by Wall St. Rank hold ISCV as of Q3 2019.

LifePlan Financial Group reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
LifePlan Financial Group sold 420 iShares Morningstar Small-Cap Value ETF shares in Q3 2019, an estimated $19K.
LifePlan Financial Group first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2014 and held it in 7 quarters.
LifePlan Financial Group's iShares Morningstar Small-Cap Value ETF position peaked at $22K in Q3 2018.
80 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2019.

Based on LifePlan Financial Group's 13F filing for Q3 2019, filed 15 Oct 2019.