LifePlan Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1K	Hold	17	–	–	﹤0.01%	546
2020 Q2	$1K	Hold	17	–	–	﹤0.01%	552
2020 Q1	$1K	Sell	17 -69	-80%	-$3.97K	﹤0.01%	528
2019 Q4	$5K	Hold	86	–	–	﹤0.01%	466
2019 Q3	$5K	Hold	86	–	–	﹤0.01%	460
2019 Q2	$5K	Hold	86	–	–	﹤0.01%	457
2019 Q1	$5K	Buy	86 +44	+105%	+$2.35K	﹤0.01%	458
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	504
2018 Q3	$2K	Hold	42	–	–	﹤0.01%	502
2018 Q2	$2K	Hold	42	–	–	﹤0.01%	488
2018 Q1	$2K	Buy	+42	New	+$2.33K	﹤0.01%	474
2014 Q2	–	Sell	-300	Closed	-$13K	–	137
2014 Q1	$13K	Hold	300	–	–	0.01%	167
2013 Q4	$12K	Hold	300	–	–	0.01%	150
2013 Q3	$11K	Hold	300	–	–	0.01%	144
2013 Q2	$11K	Buy	+300	New	+$10.9K	0.01%	112

Other funds holding IUSV

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SRA

Summit Rock Advisors New York $16M AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

LifePlan Financial Group held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2020 at 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

LifePlan Financial Group first reported a position in IUSV in Q2 2013 and has held it in 15 quarters since. The position peaked at $13K in Q1 2014. 308 funds tracked by Wall St. Rank hold IUSV as of Q3 2020.

LifePlan Financial Group held 17 shares of iShares Core S&P US Value ETF worth $1K as of Q3 2020.
LifePlan Financial Group left its iShares Core S&P US Value ETF share count unchanged in Q3 2020.
iShares Core S&P US Value ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #546 holding.
LifePlan Financial Group first reported a position in iShares Core S&P US Value ETF in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's iShares Core S&P US Value ETF position peaked at $13K in Q1 2014.
308 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2020.

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