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LifePlan Financial Group’s iShares Russell Top 200 ETF IWL Stock Holding History

LifePlan Financial Group’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$311K Buy
3,836
+2,783
+264% +$223K 0.13% 101
2020
Q2 		$78K Buy
+1,053
New +$73.7K 0.04% 202

Other funds holding IWL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares Russell Top 200 ETF (IWL) stake by 264% in Q3 2020, buying an estimated $223K and bringing the position to 3,836 shares worth $311K. The position accounts for 0.13% of the portfolio, ranked #101.

LifePlan Financial Group first reported a position in IWL in Q2 2020 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold IWL as of Q3 2020.

  • LifePlan Financial Group held 3,836 shares of iShares Russell Top 200 ETF worth $311K as of Q3 2020.
  • LifePlan Financial Group bought 2,783 iShares Russell Top 200 ETF shares in Q3 2020, an estimated $223K.
  • iShares Russell Top 200 ETF made up 0.13% of LifePlan Financial Group's portfolio in Q3 2020, its #101 holding.
  • LifePlan Financial Group first reported a position in iShares Russell Top 200 ETF in Q2 2020 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2020.

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