LifePlan Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$29K	Sell	368 -46	-11%	-$3.71K	0.01%	299
2020 Q2	$33K	Sell	414 -480	-54%	-$36.4K	0.02%	275
2020 Q1	$62K	Buy	894 +387	+76%	+$34.3K	0.03%	208
2019 Q4	$47K	Sell	507 -16	-3%	-$1.48K	0.02%	257
2019 Q3	$49K	Hold	523	–	–	0.02%	247
2019 Q2	$46K	Sell	523 -47	-8%	-$4.12K	0.02%	252
2019 Q1	$50K	Buy	570 +48	+9%	+$3.97K	0.03%	239
2018 Q4	$39K	Buy	522 +435	+500%	+$34.2K	0.02%	262
2018 Q3	$7K	Buy	+87	New	+$7.09K	﹤0.01%	414

Other funds holding IYR

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

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

LifePlan Financial Group reduced its iShares US Real Estate ETF (IYR) stake by 11% in Q3 2020, selling an estimated $3.71K and leaving 368 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #299.

LifePlan Financial Group first reported a position in IYR in Q3 2018 and has held it in 9 quarters since. The position peaked at $62K in Q1 2020. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

LifePlan Financial Group held 368 shares of iShares US Real Estate ETF worth $29K as of Q3 2020.
LifePlan Financial Group sold 46 iShares US Real Estate ETF shares in Q3 2020, an estimated $3.71K.
iShares US Real Estate ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #299 holding.
LifePlan Financial Group first reported a position in iShares US Real Estate ETF in Q3 2018 and has held it in 9 quarters since.
LifePlan Financial Group's iShares US Real Estate ETF position peaked at $62K in Q1 2020.
392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

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