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iShares Russell 2000 Growth Index shares owned by LifePlan Financial

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth 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 Growth Index by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $3.2M 15k 221.54
2020-06-30 $3.0M 15k 206.87
2020-03-31 $2.3M 15k 158.17
2019-12-31 $3.2M 15k 214.21
2019-09-30 $2.9M 15k 192.73
2019-06-30 $3.2M 16k 200.90
2019-03-31 $3.3M 17k 196.64
2018-12-31 $3.8M 18k 215.09
2018-09-30 $3.8M 18k 215.09
2018-06-30 $3.6M 18k 204.32
2018-03-31 $3.5M 18k 190.55
2017-12-31 $3.5M 19k 178.94
2017-09-30 $3.5M 19k 178.94
2017-06-30 $3.3M 20k 168.77
2017-03-31 $3.2M 20k 161.65
2016-12-31 $3.0M 20k 153.96
2016-09-30 $3.0M 20k 148.91
2016-06-30 $2.8M 20k 137.18
2016-03-31 $2.7M 21k 132.61
2015-12-31 $2.8M 20k 139.27
2015-09-30 $2.9M 22k 133.96
2015-06-30 $3.6M 23k 154.59
2015-03-31 $3.7M 24k 151.56
2014-12-31 $3.6M 25k 142.39
2014-09-30 $3.3M 25k 129.69
2014-06-30 $3.4M 25k 138.42
2014-03-31 $3.6M 26k 136.04
2013-12-31 $13M 97k 135.51
2013-09-30 $13M 102k 125.84
2013-06-30 $12M 103k 111.51

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 Growth Index

Bank of America Corporation
Tiaa Trust, National Association
Babson Capital Management
Envestnet Asset Management
Cassaday & Co Wealth Management
Churchill Management Corp.
Wells Fargo & Company
Goldman Sachs Group
Pnc Financial Services
Cohen Klingenstein
Commonwealth Equity Services
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
D.A. Davidson & Co.

View all funds holding iShares Russell 2000 Growth Index