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iShares Russell 2000 Value Index shares owned by LifePlan Financial

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by LifePlan Financial from 13F filings

Historical chart of LifePlan Financial investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $1.3M 13k 99.32
2020-06-30 $1.2M 13k 97.43
2020-03-31 $1.1M 13k 82.00
2019-12-31 $1.7M 13k 128.59
2019-09-30 $1.6M 14k 119.39
2019-06-30 $1.7M 14k 120.50
2019-03-31 $1.7M 14k 119.88
2018-12-31 $2.0M 15k 133.03
2018-09-30 $2.0M 15k 132.99
2018-06-30 $2.0M 15k 131.92
2018-03-31 $1.9M 15k 121.91
2017-12-31 $1.9M 16k 124.15
2017-09-30 $1.9M 16k 124.15
2017-06-30 $1.8M 15k 118.84
2017-03-31 $1.8M 15k 118.15
2016-12-31 $1.8M 15k 118.95
2016-09-30 $1.9M 18k 104.77
2016-06-30 $1.8M 19k 97.29
2016-03-31 $1.8M 19k 93.20
2015-12-31 $1.8M 19k 91.95
2015-09-30 $1.9M 21k 90.08
2015-06-30 $2.3M 22k 101.98
2015-03-31 $2.3M 23k 103.22
2014-12-31 $2.3M 23k 101.66
2014-09-30 $2.1M 22k 93.57
2014-06-30 $2.4M 24k 103.26
2014-03-31 $6.3M 63k 100.85
2013-12-31 $7.1M 72k 99.49
2013-09-30 $6.5M 71k 91.65
2013-06-30 $5.7M 66k 85.90

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 Russell 2000 Value Index

Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index