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LifePlan Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

LifePlan Financial Group’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$793K Sell
13,732
-1,296
-9% -$73.4K 0.34% 57
2020
Q2 		$780K Buy
15,028
+488
+3% +$23.4K 0.36% 56
2020
Q1 		$600K Buy
14,540
+376
+3% +$17.8K 0.32% 62
2019
Q4 		$686K Sell
14,164
-176
-1% -$8.16K 0.31% 62
2019
Q3 		$645K Sell
14,340
-532
-4% -$24.1K 0.3% 62
2019
Q2 		$666K Buy
14,872
+748
+5% +$32.9K 0.32% 59
2019
Q1 		$609K Sell
14,124
-236
-2% -$9.67K 0.32% 57
2018
Q4 		$541K Buy
14,360
+708
+5% +$28.7K 0.34% 53
2018
Q3 		$605K Buy
13,652
+448
+3% +$19.3K 0.33% 55
2018
Q2 		$537K Buy
13,204
+1,424
+12% +$57.2K 0.3% 59
2018
Q1 		$457K Buy
11,780
+3,460
+42% +$138K 0.27% 62
2017
Q4 		$298K Hold
8,320
– – 0.19% 90
2017
Q3 		$298K Sell
8,320
-1,400
-14% -$49.3K 0.19% 90
2017
Q2 		$333K Hold
9,720
– – 0.23% 79
2017
Q1 		$320K Buy
+9,720
New +$312K 0.22% 80
2014
Q2 		– Sell
-80
Closed -$2K – 138
2014
Q1 		$2K Hold
80
– – ﹤0.01% 231
2013
Q4 		$2K Hold
80
– – ﹤0.01% 219
2013
Q3 		$2K Hold
80
– – ﹤0.01% 195
2013
Q2 		$2K Buy
+80
New +$1.7K ﹤0.01% 170

Other funds holding IVW

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

LifePlan Financial Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 8.6% in Q3 2020, selling an estimated $73.4K and leaving 13,732 shares worth $793K. The position accounts for 0.34% of the portfolio, ranked #57.

LifePlan Financial Group first reported a position in IVW in Q2 2013 and has held it in 19 quarters since. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

  • LifePlan Financial Group held 13,732 shares of iShares S&P 500 Growth ETF worth $793K as of Q3 2020.
  • LifePlan Financial Group sold 1,296 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $73.4K.
  • iShares S&P 500 Growth ETF made up 0.34% of LifePlan Financial Group's portfolio in Q3 2020, its #57 holding.
  • LifePlan Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 19 quarters since.
  • 1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

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