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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$8.57M	Sell	158,104 -7,668	-5%	-$404K	3.69%	2
2020 Q2	$7.96M	Sell	165,772 -5,920	-3%	-$261K	3.63%	2
2020 Q1	$6.47M	Sell	171,692 -8,272	-5%	-$356K	3.5%	3
2019 Q4	$7.92M	Sell	179,964 -2,440	-1%	-$102K	3.52%	1
2019 Q3	$7.28M	Sell	182,404 -684	-0.4%	-$27.4K	3.43%	3
2019 Q2	$7.2M	Sell	183,088 -8,068	-4%	-$312K	3.47%	3
2019 Q1	$7.23M	Sell	191,156 -5,144	-3%	-$185K	3.86%	1
2018 Q4	$6.42M	Sell	196,300 -2,448	-1%	-$86.3K	4.01%	1
2018 Q3	$7.75M	Sell	198,748 -2,856	-1%	-$108K	4.19%	1
2018 Q2	$7.25M	Sell	201,604 -4,308	-2%	-$152K	4.05%	2
2018 Q1	$7.01M	Sell	205,912 -7,072	-3%	-$248K	4.09%	2
2017 Q4	$6.66M	Hold	212,984	–	–	4.24%	2
2017 Q3	$6.66M	Sell	212,984 -3,124	-1%	-$95.6K	4.24%	2
2017 Q2	$6.43M	Sell	216,108 -2,696	-1%	-$79.1K	4.4%	2
2017 Q1	$6.22M	Sell	218,804 -156	-0.1%	-$4.33K	4.32%	2
2016 Q4	$5.74M	Buy	218,960 +1,388	+0.6%	+$36K	4.04%	2
2016 Q3	$5.67M	Buy	217,572 +4,244	+2%	+$110K	3.89%	2
2016 Q2	$5.35M	Buy	213,328 +540	+0.3%	+$13.5K	3.68%	4
2016 Q1	$5.31M	Buy	212,788 +1,448	+0.7%	+$34.2K	3.77%	4
2015 Q4	$5.26M	Sell	211,340 -6,740	-3%	-$168K	3.73%	5
2015 Q3	$5.07M	Sell	218,080 -17,688	-8%	-$435K	3.68%	5
2015 Q2	$5.84M	Sell	235,768 -284,484	-55%	-$7.15M	3.91%	2
2015 Q1	$12.9M	Sell	520,252 -13,036	-2%	-$318K	8.55%	1
2014 Q4	$12.7M	Sell	533,288 -2,600	-0.5%	-$60.8K	8.45%	1
2014 Q3	$12.3M	Buy	535,888 +3,300	+0.6%	+$75.6K	10.39%	1
2014 Q2	$12.1M	Sell	532,588 -5,908	-1%	-$130K	8.63%	3
2014 Q1	$11.7M	Sell	538,496 -24,972	-4%	-$536K	9.25%	2
2013 Q4	$12.1M	Buy	563,468 +452,432	+407%	+$9.28M	8.26%	3
2013 Q3	$2.17M	Buy	111,036 +60,440	+119%	+$1.16M	1.77%	13
2013 Q2	$920K	Buy	+50,596	New	+$927K	1.02%	14

Other funds holding IWF

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

LifePlan Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.6% in Q3 2020, selling an estimated $404K and leaving 158,104 shares worth $8.57M. The position accounts for 3.69% of the portfolio, ranked #2.

LifePlan Financial Group first reported a position in IWF in Q2 2013 and has held it in 30 quarters since. The position peaked at $12.9M in Q1 2015. 1,320 funds tracked by Wall St. Rank hold IWF as of Q3 2020.

LifePlan Financial Group held 158,104 shares of iShares Russell 1000 Growth ETF worth $8.57M as of Q3 2020.
LifePlan Financial Group sold 7,668 iShares Russell 1000 Growth ETF shares in Q3 2020, an estimated $404K.
iShares Russell 1000 Growth ETF made up 3.69% of LifePlan Financial Group's portfolio in Q3 2020, its #2 holding.
LifePlan Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 30 quarters since.
LifePlan Financial Group's iShares Russell 1000 Growth ETF position peaked at $12.9M in Q1 2015.
1,320 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2020.

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