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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-25	Closed	-$2K	–	563
2019 Q3	$2K	Hold	25	–	–	﹤0.01%	511
2019 Q2	$2K	Sell	25 -302	-92%	-$26.5K	﹤0.01%	511
2019 Q1	$28K	Hold	327	–	–	0.01%	307
2018 Q4	$25K	Hold	327	–	–	0.02%	303
2018 Q3	$30K	Hold	327	–	–	0.02%	295
2018 Q2	$29K	Hold	327	–	–	0.02%	291
2018 Q1	$28K	Buy	+327	New	+$29K	0.02%	286
2015 Q1	–	Sell	-4,016	Closed	-$296K	–	83
2014 Q4	$296K	Buy	4,016 +58	+1%	+$4.17K	0.2%	59
2014 Q3	$277K	Sell	3,958 -34,227	-90%	-$2.45M	0.23%	53
2014 Q2	$2.77M	Buy	38,185 +3,253	+9%	+$227K	1.98%	16
2014 Q1	$2.4M	Sell	34,932 -11,994	-26%	-$797K	1.91%	16
2013 Q4	$3.08M	Buy	46,926 +46,493	+10,737%	+$2.96M	2.1%	13
2013 Q3	$26K	Sell	433 -58,537	-99%	-$3.53M	0.02%	120
2013 Q2	$3.42M	Buy	+58,970	New	+$3.42M	3.79%	7

Other funds holding IWS

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LifePlan Financial Group's IWS Position: Q4 2019 in Review

LifePlan Financial Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2019, closing a stake of 25 shares — an estimated $2K sold.

LifePlan Financial Group first reported a position in IWS in Q2 2013 and held it in 14 quarters. The position peaked at $3.42M in Q2 2013. 621 funds tracked by Wall St. Rank hold IWS as of Q4 2019.

LifePlan Financial Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
LifePlan Financial Group sold 25 iShares Russell Mid-Cap Value ETF shares in Q4 2019, an estimated $2K.
LifePlan Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and held it in 14 quarters.
LifePlan Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $3.42M in Q2 2013.
621 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2019.

Based on LifePlan Financial Group's 13F filing for Q4 2019, filed 9 Jan 2020.