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iShares S&P SmallCap 600 Growth shares owned by LifePlan Financial

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2020-09-30 $4.2M 24k 176.45
2020-06-30 $4.4M 26k 169.80
2020-03-31 $3.6M 26k 137.87
2019-12-31 $5.4M 28k 193.30
2019-09-30 $4.9M 28k 178.39
2019-06-30 $5.0M 28k 182.49
2019-03-31 $4.8M 27k 178.47
2018-12-31 $5.2M 26k 201.72
2018-09-30 $5.2M 26k 201.75
2018-06-30 $4.7M 25k 188.94
2018-03-31 $4.2M 24k 173.87
2017-12-31 $3.8M 23k 164.49
2017-09-30 $3.8M 23k 164.49
2017-06-30 $3.2M 21k 155.95
2017-03-31 $3.2M 21k 153.09
2016-12-31 $2.8M 19k 150.01
2016-09-30 $2.6M 19k 137.13
2016-06-30 $2.2M 17k 128.41
2016-03-31 $2.1M 17k 124.23
2015-12-31 $2.0M 16k 124.32
2015-09-30 $1.9M 16k 120.15
2015-06-30 $2.9M 22k 131.01
2015-03-31 $8.1M 62k 130.14
2014-12-31 $4.9M 40k 122.40
2014-09-30 $1.1M 10k 112.57
2014-06-30 $4.2M 35k 120.78
2014-03-31 $865k 7.3k 118.95
2013-12-31 $850k 7.2k 118.62
2013-09-30 $782k 7.2k 108.42
2013-06-30 $700k 7.2k 96.85

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 Growth

Morgan Stanley
FMR
Wells Fargo & Company
UBS Group
LPL Financial
Pnc Financial Services
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Brown Advisory Holdings Incorporated
Commonwealth Equity Services
Raymond James Financial
Jpmorgan Chase & Co
HighTower Advisors
Ameriprise Financial
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth