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

LifePlan Financial Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$3.23M Sell
14,598
-25
-0.2% -$5.47K 1.39% 18
2020
Q2 		$3.02M Buy
14,623
+88
+0.6% +$16.5K 1.38% 18
2020
Q1 		$2.3M Sell
14,535
-259
-2% -$51.4K 1.24% 24
2019
Q4 		$3.17M Sell
14,794
-154
-1% -$31.3K 1.41% 24
2019
Q3 		$2.88M Sell
14,948
-1,010
-6% -$200K 1.36% 25
2019
Q2 		$3.21M Sell
15,958
-783
-5% -$155K 1.55% 20
2019
Q1 		$3.29M Sell
16,741
-821
-5% -$156K 1.76% 19
2018
Q4 		$2.95M Sell
17,562
-40
-0.2% -$7.46K 1.84% 14
2018
Q3 		$3.79M Sell
17,602
-169
-1% -$36K 2.05% 12
2018
Q2 		$3.63M Sell
17,771
-555
-3% -$111K 2.03% 14
2018
Q1 		$3.49M Sell
18,326
-1,116
-6% -$214K 2.04% 15
2017
Q4 		$3.48M Hold
19,442
– – 2.21% 16
2017
Q3 		$3.48M Sell
19,442
-147
-0.8% -$25K 2.21% 16
2017
Q2 		$3.31M Buy
19,589
+10
+0.1% +$1.65K 2.26% 13
2017
Q1 		$3.17M Sell
19,579
-167
-0.8% -$26.5K 2.2% 13
2016
Q4 		$3.04M Sell
19,746
-427
-2% -$63.7K 2.14% 9
2016
Q3 		$3M Sell
20,173
-63
-0.3% -$9.18K 2.06% 17
2016
Q2 		$2.78M Sell
20,236
-374
-2% -$50.5K 1.91% 18
2016
Q1 		$2.73M Buy
20,610
+340
+2% +$42.4K 1.94% 18
2015
Q4 		$2.82M Sell
20,270
-1,326
-6% -$188K 2.01% 20
2015
Q3 		$2.89M Sell
21,596
-1,633
-7% -$242K 2.1% 20
2015
Q2 		$3.59M Sell
23,229
-1,118
-5% -$171K 2.41% 15
2015
Q1 		$3.69M Sell
24,347
-725
-3% -$106K 2.45% 13
2014
Q4 		$3.57M Sell
25,072
-50
-0.2% -$6.76K 2.37% 14
2014
Q3 		$3.26M Buy
25,122
+278
+1% +$37.3K 2.76% 11
2014
Q2 		$3.44M Sell
24,844
-1,266
-5% -$166K 2.45% 12
2014
Q1 		$3.55M Sell
26,110
-70,581
-73% -$9.65M 2.82% 11
2013
Q4 		$13.1M Sell
96,691
-4,825
-5% -$625K 8.93% 2
2013
Q3 		$12.8M Sell
101,516
-1,338
-1% -$161K 10.39% 2
2013
Q2 		$11.5M Buy
+102,854
New +$11.2M 12.73% 1

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

LifePlan Financial Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.17% in Q3 2020, selling an estimated $5.47K and leaving 14,598 shares worth $3.23M. The position accounts for 1.39% of the portfolio, ranked #18.

LifePlan Financial Group first reported a position in IWO in Q2 2013 and has held it in 30 quarters since. The position peaked at $13.1M in Q4 2013. 677 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

  • LifePlan Financial Group held 14,598 shares of iShares Russell 2000 Growth ETF worth $3.23M as of Q3 2020.
  • LifePlan Financial Group sold 25 iShares Russell 2000 Growth ETF shares in Q3 2020, an estimated $5.47K.
  • iShares Russell 2000 Growth ETF made up 1.39% of LifePlan Financial Group's portfolio in Q3 2020, its #18 holding.
  • LifePlan Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's iShares Russell 2000 Growth ETF position peaked at $13.1M in Q4 2013.
  • 677 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

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