LifePlan Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$58K	Buy	390 +8	+2%	+$1.2K	0.03%	235
2020 Q2	$55K	Buy	382 +39	+11%	+$5.12K	0.03%	235
2020 Q1	$39K	Hold	343	–	–	0.02%	246
2019 Q4	$57K	Hold	343	–	–	0.03%	232
2019 Q3	$52K	Hold	343	–	–	0.02%	237
2019 Q2	$53K	Sell	343 -44	-11%	-$6.78K	0.03%	239
2019 Q1	$59K	Hold	387	–	–	0.03%	225
2018 Q4	$52K	Sell	387 -39	-9%	-$5.82K	0.03%	225
2018 Q3	$72K	Hold	426	–	–	0.04%	214
2018 Q2	$70K	Hold	426	–	–	0.04%	211
2018 Q1	$65K	Buy	+426	New	+$65.8K	0.04%	199
2014 Q2	–	Sell	-1,665	Closed	-$194K	–	139
2014 Q1	$194K	Buy	1,665 +35	+2%	+$4.04K	0.15%	62
2013 Q4	$188K	Buy	1,630 +105	+7%	+$11.6K	0.13%	62
2013 Q3	$163K	Buy	1,525 +492	+48%	+$50.9K	0.13%	52
2013 Q2	$100K	Buy	+1,033	New	+$98.7K	0.11%	54

Other funds holding IWM

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

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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

LifePlan Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q3 2020, buying an estimated $1.2K and bringing the position to 390 shares worth $58K. The position accounts for 0.03% of the portfolio, ranked #235.

LifePlan Financial Group first reported a position in IWM in Q2 2013 and has held it in 15 quarters since. The position peaked at $194K in Q1 2014. 1,481 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

LifePlan Financial Group held 390 shares of iShares Russell 2000 ETF worth $58K as of Q3 2020.
LifePlan Financial Group bought 8 iShares Russell 2000 ETF shares in Q3 2020, an estimated $1.2K.
iShares Russell 2000 ETF made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #235 holding.
LifePlan Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's iShares Russell 2000 ETF position peaked at $194K in Q1 2014.
1,481 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

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