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iShares S&P SmallCap 600 Value Idx shares owned by LifePlan Financial

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by LifePlan Financial from 13F filings

Historical chart of LifePlan Financial investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value 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 S&P SmallCap 600 Value Idx by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $5.2M 42k 122.43
2020-06-30 $5.0M 42k 120.38
2020-03-31 $4.2M 42k 99.93
2019-12-31 $7.2M 45k 160.80
2019-09-30 $6.6M 44k 150.19
2019-06-30 $6.4M 43k 148.61
2019-03-31 $6.0M 41k 147.55
2018-12-31 $6.6M 39k 166.92
2018-09-30 $6.6M 39k 166.92
2018-06-30 $6.5M 40k 163.26
2018-03-31 $6.1M 41k 150.84
2017-12-31 $6.2M 42k 148.32
2017-09-30 $6.2M 42k 148.32
2017-06-30 $5.7M 41k 139.81
2017-03-31 $5.6M 41k 138.66
2016-12-31 $5.6M 40k 140.02
2016-09-30 $5.1M 41k 124.81
2016-06-30 $4.7M 40k 116.83
2016-03-31 $4.4M 39k 113.32
2015-12-31 $4.1M 38k 108.16
2015-09-30 $3.9M 37k 104.78
2015-06-30 $4.4M 38k 117.77
2015-03-31 $8.8M 74k 118.90
2014-12-31 $10M 88k 117.94
2014-09-30 $2.6M 25k 107.29
2014-06-30 $9.8M 85k 115.43
2014-03-31 $2.4M 21k 113.47
2013-12-31 $2.0M 18k 111.23
2013-09-30 $1.8M 18k 102.23
2013-06-30 $798k 8.5k 93.48

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 S&P SmallCap 600 Value Idx

Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Ameriprise Financial
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management

View all funds holding iShares S&P SmallCap 600 Value Idx