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LifePlan Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

LifePlan Financial Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$8.15M Buy
24,262
+231
+1% +$76.9K 3.51% 3
2020
Q2 		$7.44M Buy
24,031
+2,492
+12% +$732K 3.39% 3
2020
Q1 		$5.57M Buy
21,539
+1,550
+8% +$475K 3.01% 6
2019
Q4 		$6.46M Buy
19,989
+429
+2% +$133K 2.87% 8
2019
Q3 		$5.84M Sell
19,560
-262
-1% -$77.9K 2.75% 8
2019
Q2 		$5.84M Buy
19,822
+5,891
+42% +$1.71M 2.82% 7
2019
Q1 		$3.96M Buy
13,931
+10,927
+364% +$2.99M 2.11% 13
2018
Q4 		$756K Buy
3,004
+22
+0.7% +$5.97K 0.47% 42
2018
Q3 		$873K Sell
2,982
-501
-14% -$144K 0.47% 44
2018
Q2 		$951K Buy
3,483
+111
+3% +$30.2K 0.53% 42
2018
Q1 		$895K Sell
3,372
-18,027
-84% -$4.96M 0.52% 42
2017
Q4 		$5.41M Hold
21,399
– – 3.45% 6
2017
Q3 		$5.41M Buy
21,399
+16,229
+314% +$4.03M 3.45% 6
2017
Q2 		$1.26M Buy
5,170
+655
+15% +$158K 0.86% 32
2017
Q1 		$1.07M Buy
4,515
+768
+20% +$180K 0.74% 35
2016
Q4 		$843K Buy
3,747
+1,801
+93% +$396K 0.59% 52
2016
Q3 		$423K Buy
1,946
+113
+6% +$24.6K 0.29% 63
2016
Q2 		$386K Buy
1,833
+31
+2% +$6.47K 0.27% 66
2016
Q1 		$372K Buy
1,802
+103
+6% +$20.2K 0.26% 60
2015
Q4 		$348K Sell
1,699
-354
-17% -$73.1K 0.25% 65
2015
Q3 		$396K Buy
2,053
+148
+8% +$30.2K 0.29% 57
2015
Q2 		$395K Sell
1,905
-7,346
-79% -$1.56M 0.27% 65
2015
Q1 		$1.92M Sell
9,251
-2,741
-23% -$570K 1.28% 21
2014
Q4 		$2.48M Buy
11,992
+3,133
+35% +$634K 1.65% 21
2014
Q3 		$1.76M Sell
8,859
-1,408
-14% -$280K 1.49% 21
2014
Q2 		$2.02M Buy
10,267
+3,503
+52% +$670K 1.44% 21
2014
Q1 		$1.27M Sell
6,764
-4,652
-41% -$859K 1.01% 21
2013
Q4 		$2.12M Sell
11,416
-54,724
-83% -$9.74M 1.44% 18
2013
Q3 		$11.2M Buy
+66,140
New +$11.1M 9.09% 4

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.96% in Q3 2020, buying an estimated $76.9K and bringing the position to 24,262 shares worth $8.15M. The position accounts for 3.51% of the portfolio, ranked #3.

LifePlan Financial Group first reported a position in IVV in Q3 2013 and has held it in 29 quarters since. The position peaked at $11.2M in Q3 2013. 1,938 funds tracked by Wall St. Rank hold IVV as of Q3 2020.

  • LifePlan Financial Group held 24,262 shares of iShares Core S&P 500 ETF worth $8.15M as of Q3 2020.
  • LifePlan Financial Group bought 231 iShares Core S&P 500 ETF shares in Q3 2020, an estimated $76.9K.
  • iShares Core S&P 500 ETF made up 3.51% of LifePlan Financial Group's portfolio in Q3 2020, its #3 holding.
  • LifePlan Financial Group first reported a position in iShares Core S&P 500 ETF in Q3 2013 and has held it in 29 quarters since.
  • LifePlan Financial Group's iShares Core S&P 500 ETF position peaked at $11.2M in Q3 2013.
  • 1,938 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2020.

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