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LifePlan Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

LifePlan Financial Group’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$655K Sell
7,572
-70
-0.9% -$5.91K 0.28% 67
2020
Q2 		$604K Sell
7,642
-612
-7% -$44.4K 0.28% 68
2020
Q1 		$502K Buy
8,254
+1,588
+24% +$116K 0.27% 66
2019
Q4 		$509K Buy
6,666
+336
+5% +$24.6K 0.23% 77
2019
Q3 		$447K Sell
6,330
-30
-0.5% -$2.16K 0.21% 81
2019
Q2 		$453K Sell
6,360
-1,110
-15% -$77.2K 0.22% 80
2019
Q1 		$507K Sell
7,470
-1,380
-16% -$88.6K 0.27% 66
2018
Q4 		$503K Sell
8,850
-374
-4% -$22.8K 0.31% 59
2018
Q3 		$625K Sell
9,224
-100
-1% -$6.65K 0.34% 53
2018
Q2 		$591K Sell
9,324
-452
-5% -$28.5K 0.33% 55
2018
Q1 		$601K Sell
9,776
-84
-0.9% -$5.25K 0.35% 53
2017
Q4 		$558K Hold
9,860
– – 0.36% 54
2017
Q3 		$558K Sell
9,860
-158
-2% -$8.67K 0.36% 54
2017
Q2 		$541K Sell
10,018
-34
-0.3% -$1.81K 0.37% 56
2017
Q1 		$522K Buy
10,052
+158
+2% +$8.07K 0.36% 59
2016
Q4 		$482K Sell
9,894
-192
-2% -$9.25K 0.34% 69
2016
Q3 		$491K Sell
10,086
-202
-2% -$9.8K 0.34% 57
2016
Q2 		$481K Buy
10,288
+186
+2% +$8.6K 0.33% 53
2016
Q1 		$465K Sell
10,102
-498
-5% -$21.5K 0.33% 51
2015
Q4 		$487K Sell
10,600
-2,674
-20% -$124K 0.35% 50
2015
Q3 		$588K Sell
13,274
-1,394
-10% -$66.1K 0.43% 44
2015
Q2 		$710K Sell
14,668
-42,578
-74% -$2.1M 0.48% 51
2015
Q1 		$2.8M Sell
57,246
-2,106
-4% -$101K 1.86% 18
2014
Q4 		$2.77M Sell
59,352
-9,576
-14% -$433K 1.84% 17
2014
Q3 		$3.04M Buy
68,928
+54,546
+379% +$2.43M 2.58% 12
2014
Q2 		$644K Sell
14,382
-3,422
-19% -$147K 0.46% 33
2014
Q1 		$764K Buy
17,804
+5,752
+48% +$245K 0.61% 29
2013
Q4 		$508K Sell
12,052
-75,652
-86% -$3.06M 0.35% 37
2013
Q3 		$3.43M Buy
87,704
+86,958
+11,657% +$3.32M 2.79% 9
2013
Q2 		$27K Buy
+746
New +$26.7K 0.03% 87

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

LifePlan Financial Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.92% in Q3 2020, selling an estimated $5.91K and leaving 7,572 shares worth $655K. The position accounts for 0.28% of the portfolio, ranked #67.

LifePlan Financial Group first reported a position in IWP in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.43M in Q3 2013. 714 funds tracked by Wall St. Rank hold IWP as of Q3 2020.

  • LifePlan Financial Group held 7,572 shares of iShares Russell Mid-Cap Growth ETF worth $655K as of Q3 2020.
  • LifePlan Financial Group sold 70 iShares Russell Mid-Cap Growth ETF shares in Q3 2020, an estimated $5.91K.
  • iShares Russell Mid-Cap Growth ETF made up 0.28% of LifePlan Financial Group's portfolio in Q3 2020, its #67 holding.
  • LifePlan Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $3.43M in Q3 2013.
  • 714 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2020.

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