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Ishares Tr rus200 grw idx shares owned by LifePlan Financial

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by LifePlan Financial from 13F filings

Historical chart of LifePlan Financial investment in Ishares Tr rus200 grw idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 grw idx held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 grw idx by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $308k 2.5k 121.55
2020-06-30 $137k 1.3k 106.61
2020-03-31 $44k 527 83.49
2019-12-31 $46k 478 96.23

More positions owned by LifePlan Financial

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for LifePlan Financial

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Envestnet Asset Management
Ameriprise Financial
Commonwealth Equity Services
LPL Financial
Bank of America Corporation
Morgan Stanley
Clark Capital Management Group
Mariner Wealth Advisors
Branch Banking & Trust Company
Baystate Wealth Management
AE Wealth Management
Advisor Group Holdings

View all funds holding Ishares Tr rus200 grw idx