LifePlan Financial Group’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$27K	Hold	482	–	–	0.01%	307
2020 Q2	$27K	Hold	482	–	–	0.01%	303
2020 Q1	$23K	Hold	482	–	–	0.01%	292
2019 Q4	$33K	Hold	482	–	–	0.01%	291
2019 Q3	$31K	Hold	482	–	–	0.01%	293
2019 Q2	$30K	Hold	482	–	–	0.01%	294
2019 Q1	$28K	Buy	482 +10	+2%	+$581	0.01%	308
2018 Q4	$25K	Hold	472	–	–	0.02%	304
2018 Q3	$29K	Sell	472 -174	-27%	-$10.7K	0.02%	299
2018 Q2	$38K	Hold	646	–	–	0.02%	267
2018 Q1	$38K	Buy	+646	New	+$39.2K	0.02%	260
2014 Q2	–	Sell	-58	Closed	-$2K	–	141
2014 Q1	$2K	Hold	58	–	–	﹤0.01%	232
2013 Q4	$2K	Buy	+58	New	+$2.23K	﹤0.01%	220

Other funds holding IYF

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

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

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

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

LifePlan Financial Group held its iShares US Financials ETF (IYF) position steady in Q3 2020 at 482 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #307.

LifePlan Financial Group first reported a position in IYF in Q4 2013 and has held it in 13 quarters since. The position peaked at $38K in Q2 2018. 223 funds tracked by Wall St. Rank hold IYF as of Q3 2020.

LifePlan Financial Group held 482 shares of iShares US Financials ETF worth $27K as of Q3 2020.
LifePlan Financial Group left its iShares US Financials ETF share count unchanged in Q3 2020.
iShares US Financials ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #307 holding.
LifePlan Financial Group first reported a position in iShares US Financials ETF in Q4 2013 and has held it in 13 quarters since.
LifePlan Financial Group's iShares US Financials ETF position peaked at $38K in Q2 2018.
223 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2020.

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