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

LifePlan Financial Group’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$1.25M Sell
12,596
-234
-2% -$23.8K 0.54% 47
2020
Q2 		$1.25M Sell
12,830
-524
-4% -$47.7K 0.57% 46
2020
Q1 		$1.09M Sell
13,354
-61
-0.5% -$6.84K 0.59% 45
2019
Q4 		$1.73M Sell
13,415
-255
-2% -$31.5K 0.77% 38
2019
Q3 		$1.63M Sell
13,670
-753
-5% -$88.9K 0.77% 36
2019
Q2 		$1.74M Sell
14,423
-17
-0.1% -$2.05K 0.84% 33
2019
Q1 		$1.73M Sell
14,440
-942
-6% -$113K 0.92% 34
2018
Q4 		$1.65M Buy
15,382
+456
+3% +$54.9K 1.03% 31
2018
Q3 		$1.99M Sell
14,926
-15
-0.1% -$2.02K 1.07% 30
2018
Q2 		$1.97M Sell
14,941
-448
-3% -$57.7K 1.1% 29
2018
Q1 		$1.88M Sell
15,389
-221
-1% -$27.7K 1.09% 28
2017
Q4 		$1.94M Hold
15,610
– – 1.23% 27
2017
Q3 		$1.94M Buy
15,610
+346
+2% +$40.8K 1.23% 27
2017
Q2 		$1.81M Buy
15,264
+54
+0.4% +$6.35K 1.24% 28
2017
Q1 		$1.8M Sell
15,210
-132
-0.9% -$15.7K 1.25% 30
2016
Q4 		$1.82M Sell
15,342
-2,459
-14% -$272K 1.28% 28
2016
Q3 		$1.86M Sell
17,801
-917
-5% -$94K 1.28% 32
2016
Q2 		$1.82M Sell
18,718
-478
-2% -$45.5K 1.25% 31
2016
Q1 		$1.79M Buy
19,196
+65
+0.3% +$5.64K 1.27% 28
2015
Q4 		$1.76M Sell
19,131
-1,550
-7% -$147K 1.25% 27
2015
Q3 		$1.86M Sell
20,681
-1,569
-7% -$151K 1.35% 27
2015
Q2 		$2.27M Sell
22,250
-401
-2% -$41.3K 1.52% 22
2015
Q1 		$2.34M Sell
22,651
-62
-0.3% -$6.25K 1.55% 19
2014
Q4 		$2.31M Buy
22,713
+633
+3% +$62K 1.53% 22
2014
Q3 		$2.07M Sell
22,080
-1,589
-7% -$157K 1.75% 17
2014
Q2 		$2.44M Sell
23,669
-38,812
-62% -$3.86M 1.74% 18
2014
Q1 		$6.3M Sell
62,481
-9,201
-13% -$907K 5% 6
2013
Q4 		$7.13M Buy
71,682
+1,150
+2% +$110K 4.86% 6
2013
Q3 		$6.46M Buy
70,532
+4,094
+6% +$369K 5.26% 8
2013
Q2 		$5.71M Buy
+66,438
New +$5.63M 6.33% 6

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

LifePlan Financial Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.8% in Q3 2020, selling an estimated $23.8K and leaving 12,596 shares worth $1.25M. The position accounts for 0.54% of the portfolio, ranked #47.

LifePlan Financial Group first reported a position in IWN in Q2 2013 and has held it in 30 quarters since. The position peaked at $7.13M in Q4 2013. 635 funds tracked by Wall St. Rank hold IWN as of Q3 2020.

  • LifePlan Financial Group held 12,596 shares of iShares Russell 2000 Value ETF worth $1.25M as of Q3 2020.
  • LifePlan Financial Group sold 234 iShares Russell 2000 Value ETF shares in Q3 2020, an estimated $23.8K.
  • iShares Russell 2000 Value ETF made up 0.54% of LifePlan Financial Group's portfolio in Q3 2020, its #47 holding.
  • LifePlan Financial Group first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's iShares Russell 2000 Value ETF position peaked at $7.13M in Q4 2013.
  • 635 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2020.

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