LifePlan Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$8K	Hold	42	–	–	﹤0.01%	427
2020 Q2	$8K	Hold	42	–	–	﹤0.01%	427
2020 Q1	$6K	Hold	42	–	–	﹤0.01%	436
2019 Q4	$8K	Hold	42	–	–	﹤0.01%	436
2019 Q3	$7K	Hold	42	–	–	﹤0.01%	436
2019 Q2	$7K	Hold	42	–	–	﹤0.01%	429
2019 Q1	$7K	Buy	42 +5	+14%	+$802	﹤0.01%	428
2018 Q4	$6K	Hold	37	–	–	﹤0.01%	427
2018 Q3	$6K	Hold	37	–	–	﹤0.01%	432
2018 Q2	$6K	Hold	37	–	–	﹤0.01%	416
2018 Q1	$6K	Buy	+37	New	+$5.98K	﹤0.01%	400

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

LifePlan Financial Group held its iShares Russell 3000 ETF (IWV) position steady in Q3 2020 at 42 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

LifePlan Financial Group first reported a position in IWV in Q1 2018 and has held it in 11 quarters since. 517 funds tracked by Wall St. Rank hold IWV as of Q3 2020.

LifePlan Financial Group held 42 shares of iShares Russell 3000 ETF worth $8K as of Q3 2020.
LifePlan Financial Group left its iShares Russell 3000 ETF share count unchanged in Q3 2020.
iShares Russell 3000 ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #427 holding.
LifePlan Financial Group first reported a position in iShares Russell 3000 ETF in Q1 2018 and has held it in 11 quarters since.
517 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2020.

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