LFG
LifePlan Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.25M | Sell |
12,596
-234
| -2% | -$23.2K | 0.54% | 47 |
|
|
2020
Q2 | $1.25M | Sell |
12,830
-524
| -4% | -$51.1K | 0.57% | 46 |
|
|
2020
Q1 | $1.1M | Sell |
13,354
-61
| -0.5% | -$5K | 0.59% | 45 |
|
|
2019
Q4 | $1.73M | Sell |
13,415
-255
| -2% | -$32.8K | 0.77% | 38 |
|
|
2019
Q3 | $1.63M | Sell |
13,670
-753
| -5% | -$89.9K | 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% | +$49K | 1.03% | 31 |
|
|
2018
Q3 | $1.99M | Sell |
14,926
-15
| -0.1% | -$2K | 1.07% | 30 |
|
|
2018
Q2 | $1.97M | Sell |
14,941
-448
| -3% | -$59.1K | 1.1% | 29 |
|
|
2018
Q1 | $1.88M | Sell |
15,389
-221
| -1% | -$26.9K | 1.09% | 28 |
|
|
2017
Q4 | $1.94M | Hold |
15,610
| – | – | 1.23% | 27 |
|
|
2017
Q3 | $1.94M | Buy |
15,610
+346
| +2% | +$43K | 1.23% | 27 |
|
|
2017
Q2 | $1.81M | Buy |
15,264
+54
| +0.4% | +$6.42K | 1.24% | 28 |
|
|
2017
Q1 | $1.8M | Sell |
15,210
-132
| -0.9% | -$15.6K | 1.25% | 30 |
|
|
2016
Q4 | $1.83M | Sell |
15,342
-2,459
| -14% | -$293K | 1.28% | 28 |
|
|
2016
Q3 | $1.87M | Sell |
17,801
-917
| -5% | -$96.1K | 1.28% | 32 |
|
|
2016
Q2 | $1.82M | Sell |
18,718
-478
| -2% | -$46.5K | 1.25% | 31 |
|
|
2016
Q1 | $1.79M | Buy |
19,196
+65
| +0.3% | +$6.06K | 1.27% | 28 |
|
|
2015
Q4 | $1.76M | Sell |
19,131
-1,550
| -7% | -$143K | 1.25% | 27 |
|
|
2015
Q3 | $1.86M | Sell |
20,681
-1,569
| -7% | -$141K | 1.35% | 27 |
|
|
2015
Q2 | $2.27M | Sell |
22,250
-401
| -2% | -$40.9K | 1.52% | 22 |
|
|
2015
Q1 | $2.34M | Sell |
22,651
-62
| -0.3% | -$6.4K | 1.55% | 19 |
|
|
2014
Q4 | $2.31M | Buy |
22,713
+633
| +3% | +$64.4K | 1.53% | 22 |
|
|
2014
Q3 | $2.07M | Sell |
22,080
-1,589
| -7% | -$149K | 1.75% | 17 |
|
|
2014
Q2 | $2.44M | Sell |
23,669
-38,812
| -62% | -$4.01M | 1.74% | 18 |
|
|
2014
Q1 | $6.3M | Sell |
62,481
-9,201
| -13% | -$928K | 5% | 6 |
|
|
2013
Q4 | $7.13M | Buy |
71,682
+1,150
| +2% | +$114K | 4.86% | 6 |
|
|
2013
Q3 | $6.46M | Buy |
70,532
+4,094
| +6% | +$375K | 5.26% | 8 |
|
|
2013
Q2 | $5.71M | Buy |
+66,438
| New | +$5.71M | 6.33% | 6 |
|