LifePlan Financial Group’s iShares Global Tech ETF IXN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$2.58M	Buy	58,818 +648	+1%	+$27.6K	1.11%	30
2020 Q2	$2.28M	Buy	58,170 +2,130	+4%	+$75.4K	1.04%	31
2020 Q1	$1.7M	Sell	56,040 -20,838	-27%	-$720K	0.92%	35
2019 Q4	$2.7M	Sell	76,878 -540	-0.7%	-$17.7K	1.2%	25
2019 Q3	$2.39M	Buy	77,418 +4,692	+6%	+$143K	1.12%	27
2019 Q2	$2.18M	Sell	72,726 -38,058	-34%	-$1.11M	1.05%	30
2019 Q1	$3.16M	Buy	110,784 +3,906	+4%	+$103K	1.68%	20
2018 Q4	$2.57M	Buy	106,878 +14,478	+16%	+$378K	1.6%	23
2018 Q3	$2.7M	Buy	+92,400	New	+$2.64M	1.46%	24

Other funds holding IXN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

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

LifePlan Financial Group increased its iShares Global Tech ETF (IXN) stake by 1.1% in Q3 2020, buying an estimated $27.6K and bringing the position to 58,818 shares worth $2.58M. The position accounts for 1.11% of the portfolio, ranked #30.

LifePlan Financial Group first reported a position in IXN in Q3 2018 and has held it in 9 quarters since. The position peaked at $3.16M in Q1 2019. 335 funds tracked by Wall St. Rank hold IXN as of Q3 2020.

LifePlan Financial Group held 58,818 shares of iShares Global Tech ETF worth $2.58M as of Q3 2020.
LifePlan Financial Group bought 648 iShares Global Tech ETF shares in Q3 2020, an estimated $27.6K.
iShares Global Tech ETF made up 1.11% of LifePlan Financial Group's portfolio in Q3 2020, its #30 holding.
LifePlan Financial Group first reported a position in iShares Global Tech ETF in Q3 2018 and has held it in 9 quarters since.
LifePlan Financial Group's iShares Global Tech ETF position peaked at $3.16M in Q1 2019.
335 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2020.

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