LifePlan Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$166K	Hold	889	–	–	0.07%	146
2020 Q2	$153K	Buy	889 +269	+43%	+$43.5K	0.07%	147
2020 Q1	$88K	Buy	620 +402	+184%	+$68K	0.05%	174
2019 Q4	$39K	Sell	218 -40	-16%	-$6.83K	0.02%	273
2019 Q3	$42K	Hold	258	–	–	0.02%	265
2019 Q2	$42K	Sell	258 -570	-69%	-$91.3K	0.02%	258
2019 Q1	$130K	Buy	828 +570	+221%	+$86.2K	0.07%	161
2018 Q4	$36K	Hold	258	–	–	0.02%	271
2018 Q3	$42K	Sell	258 -32	-11%	-$5.08K	0.02%	268
2018 Q2	$44K	Hold	290	–	–	0.02%	256
2018 Q1	$43K	Buy	+290	New	+$44.1K	0.03%	245

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

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

LifePlan Financial Group held its iShares Russell 1000 ETF (IWB) position steady in Q3 2020 at 889 shares worth $166K. The position accounts for 0.07% of the portfolio, ranked #146.

LifePlan Financial Group first reported a position in IWB in Q1 2018 and has held it in 11 quarters since. 819 funds tracked by Wall St. Rank hold IWB as of Q3 2020.

LifePlan Financial Group held 889 shares of iShares Russell 1000 ETF worth $166K as of Q3 2020.
LifePlan Financial Group left its iShares Russell 1000 ETF share count unchanged in Q3 2020.
iShares Russell 1000 ETF made up 0.07% of LifePlan Financial Group's portfolio in Q3 2020, its #146 holding.
LifePlan Financial Group first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 11 quarters since.
819 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2020.

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