LifePlan Financial Group’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$21K Sell
227
-115
-34% -$10.6K 0.01% 335
2020
Q2
$30K Sell
342
-13,474
-98% -$1.18M 0.01% 291
2020
Q1
$986K Sell
13,816
-8,303
-38% -$593K 0.53% 46
2019
Q4
$2.16M Buy
+22,119
New +$2.16M 0.96% 32