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LifePlan Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

LifePlan Financial Group’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$308K Buy
2,534
+1,249
+97% +$147K 0.13% 102
2020
Q2 		$137K Buy
1,285
+758
+144% +$74.3K 0.06% 153
2020
Q1 		$44K Buy
527
+49
+10% +$4.66K 0.02% 237
2019
Q4 		$46K Buy
+478
New +$43.6K 0.02% 262

Other funds holding IWY

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 97% in Q3 2020, buying an estimated $147K and bringing the position to 2,534 shares worth $308K. The position accounts for 0.13% of the portfolio, ranked #102.

LifePlan Financial Group first reported a position in IWY in Q4 2019 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold IWY as of Q3 2020.

  • LifePlan Financial Group held 2,534 shares of iShares Russell Top 200 Growth ETF worth $308K as of Q3 2020.
  • LifePlan Financial Group bought 1,249 iShares Russell Top 200 Growth ETF shares in Q3 2020, an estimated $147K.
  • iShares Russell Top 200 Growth ETF made up 0.13% of LifePlan Financial Group's portfolio in Q3 2020, its #102 holding.
  • LifePlan Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2020.

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