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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$703K	Buy	12,254 +182	+2%	+$10.4K	0.3%	65
2020 Q2	$647K	Buy	12,072 +2,017	+20%	+$101K	0.29%	66
2020 Q1	$434K	Buy	10,055 +32	+0.3%	+$1.76K	0.24%	72
2019 Q4	$598K	Buy	10,023 +1,441	+17%	+$82.7K	0.27%	68
2019 Q3	$480K	Buy	8,582 +1,238	+17%	+$69.2K	0.23%	74
2019 Q2	$410K	Sell	7,344 -1,027	-12%	-$56.3K	0.2%	82
2019 Q1	$452K	Sell	8,371 -38	-0.5%	-$1.97K	0.24%	72
2018 Q4	$391K	Sell	8,409 -187	-2%	-$9.43K	0.24%	67
2018 Q3	$474K	Buy	8,596 +4	+0%	+$219	0.26%	67
2018 Q2	$456K	Sell	8,592 -236	-3%	-$12.4K	0.25%	67
2018 Q1	$456K	Buy	8,828 +552	+7%	+$29.1K	0.27%	63
2017 Q4	$408K	Hold	8,276	–	–	0.26%	72
2017 Q3	$408K	Buy	8,276 +272	+3%	+$13.1K	0.26%	72
2017 Q2	$384K	Hold	8,004	–	–	0.26%	73
2017 Q1	$374K	Buy	8,004 +2,232	+39%	+$103K	0.26%	73
2016 Q4	$258K	Buy	5,772 +4	+0.1%	+$175	0.18%	98
2016 Q3	$251K	Buy	5,768 +336	+6%	+$14.6K	0.17%	96
2016 Q2	$228K	Hold	5,432	–	–	0.16%	93
2016 Q1	$221K	Buy	+5,432	New	+$207K	0.16%	90
2014 Q4	–	Sell	-5,324	Closed	-$211K	–	83
2014 Q3	$211K	Buy	+5,324	New	+$214K	0.18%	63
2014 Q2	–	Sell	-4,372	Closed	-$169K	–	140
2014 Q1	$169K	Buy	4,372 +728	+20%	+$27.6K	0.13%	69
2013 Q4	$137K	Buy	3,644 +184	+5%	+$6.65K	0.09%	74
2013 Q3	$120K	Hold	3,460	–	–	0.1%	63
2013 Q2	$112K	Buy	+3,460	New	+$112K	0.12%	51

Other funds holding IWR

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.5% in Q3 2020, buying an estimated $10.4K and bringing the position to 12,254 shares worth $703K. The position accounts for 0.3% of the portfolio, ranked #65.

LifePlan Financial Group first reported a position in IWR in Q2 2013 and has held it in 24 quarters since. 838 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

LifePlan Financial Group held 12,254 shares of iShares Russell Mid-Cap ETF worth $703K as of Q3 2020.
LifePlan Financial Group bought 182 iShares Russell Mid-Cap ETF shares in Q3 2020, an estimated $10.4K.
iShares Russell Mid-Cap ETF made up 0.3% of LifePlan Financial Group's portfolio in Q3 2020, its #65 holding.
LifePlan Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 24 quarters since.
838 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

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