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LifePlan Financial Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

LifePlan Financial Group’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$32K Hold
627
– – 0.01% 287
2020
Q2 		$31K Hold
627
– – 0.01% 284
2020
Q1 		$28K Buy
627
+84
+15% +$4.52K 0.02% 281
2019
Q4 		$32K Buy
+543
New +$30.7K 0.01% 295

Other funds holding IWX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

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

LifePlan Financial Group held its iShares Russell Top 200 Value ETF (IWX) position steady in Q3 2020 at 627 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #287.

LifePlan Financial Group first reported a position in IWX in Q4 2019 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold IWX as of Q3 2020.

  • LifePlan Financial Group held 627 shares of iShares Russell Top 200 Value ETF worth $32K as of Q3 2020.
  • LifePlan Financial Group left its iShares Russell Top 200 Value ETF share count unchanged in Q3 2020.
  • iShares Russell Top 200 Value ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #287 holding.
  • LifePlan Financial Group first reported a position in iShares Russell Top 200 Value ETF in Q4 2019 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2020.

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