LifePlan Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$748K	Buy	9,910 +116	+1%	+$8.66K	0.32%	60
2020 Q2	$680K	Sell	9,794 -2,612	-21%	-$171K	0.31%	62
2020 Q1	$710K	Sell	12,406 -4,330	-26%	-$297K	0.38%	51
2019 Q4	$1.22M	Sell	16,736 -5,491	-25%	-$382K	0.54%	46
2019 Q3	$1.49M	Sell	22,227 -6,615	-23%	-$443K	0.7%	39
2019 Q2	$1.92M	Sell	28,842 -13,446	-32%	-$881K	0.93%	32
2019 Q1	$2.72M	Sell	42,288 -3,370	-7%	-$209K	1.45%	22
2018 Q4	$2.59M	Sell	45,658 -951	-2%	-$58.4K	1.62%	22
2018 Q3	$3.11M	Sell	46,609 -16,337	-26%	-$1.07M	1.68%	19
2018 Q2	$3.94M	Sell	62,946 -11,169	-15%	-$694K	2.2%	13
2018 Q1	$4.48M	Buy	74,115 +16,790	+29%	+$1.05M	2.61%	8
2017 Q4	$3.3M	Hold	57,325	–	–	2.1%	18
2017 Q3	$3.3M	Buy	57,325 +6,115	+12%	+$345K	2.1%	18
2017 Q2	$2.84M	Buy	51,210 +1,407	+3%	+$77.2K	1.94%	22
2017 Q1	$2.69M	Buy	49,803 +21,497	+76%	+$1.15M	1.87%	23
2016 Q4	$1.45M	Buy	28,306 +21,703	+329%	+$1.09M	1.02%	35
2016 Q3	$327K	Buy	+6,603	New	+$326K	0.22%	79

Other funds holding ITOT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

LifePlan Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q3 2020, buying an estimated $8.66K and bringing the position to 9,910 shares worth $748K. The position accounts for 0.32% of the portfolio, ranked #60.

LifePlan Financial Group first reported a position in ITOT in Q3 2016 and has held it in 17 quarters since. The position peaked at $4.48M in Q1 2018. 693 funds tracked by Wall St. Rank hold ITOT as of Q3 2020.

LifePlan Financial Group held 9,910 shares of iShares Core S&P Total US Stock Market ETF worth $748K as of Q3 2020.
LifePlan Financial Group bought 116 iShares Core S&P Total US Stock Market ETF shares in Q3 2020, an estimated $8.66K.
iShares Core S&P Total US Stock Market ETF made up 0.32% of LifePlan Financial Group's portfolio in Q3 2020, its #60 holding.
LifePlan Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2016 and has held it in 17 quarters since.
LifePlan Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $4.48M in Q1 2018.
693 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2020.

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