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LifePlan Financial Group’s iShares US Financial Services ETF IYG Stock Holding History

LifePlan Financial Group’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$1.23M Buy
30,153
+651
+2% +$26.9K 0.53% 48
2020
Q2 		$1.17M Buy
+29,502
New +$1.13M 0.54% 48

Other funds holding IYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares US Financial Services ETF (IYG) stake by 2.2% in Q3 2020, buying an estimated $26.9K and bringing the position to 30,153 shares worth $1.23M. The position accounts for 0.53% of the portfolio, ranked #48.

LifePlan Financial Group first reported a position in IYG in Q2 2020 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold IYG as of Q3 2020.

  • LifePlan Financial Group held 30,153 shares of iShares US Financial Services ETF worth $1.23M as of Q3 2020.
  • LifePlan Financial Group bought 651 iShares US Financial Services ETF shares in Q3 2020, an estimated $26.9K.
  • iShares US Financial Services ETF made up 0.53% of LifePlan Financial Group's portfolio in Q3 2020, its #48 holding.
  • LifePlan Financial Group first reported a position in iShares US Financial Services ETF in Q2 2020 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2020.

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