Number of Shares
39,526.00
Current Holdings Value*
$8.57 Mil
% of Portfolio
3.86%
Total Estimate Gain
$16.54 Mil
% of Total Estimate Gain
139.62%

LifePlan Financial Group, Inc's iShares Russell 1000 Growth ETF Holding Summary

As of 2020-09-30, LifePlan Financial Group, Inc held 39,526.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $8.57 Mil. This investment constitutes 3.86% of their stock portfolio, and LifePlan Financial Group, Inc now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2013Q4. And since then LifePlan Financial Group, Inc has made 1 purchases of IWF, at an average price of $82.54, for a total of 143,558.00 shares. In addition, there have been 18 sales at an average price of $107.86 for 104,032.00 shares. Based on historical transaction data and IWF's current price of $434.45, LifePlan Financial Group, Inc's estimated gain on his IWF holdings is $16.54 Mil, reflecting a 139.62% gain to date.

LifePlan Financial Group, Inc IWF ($434.45) Holding Chart

LifePlan Financial Group, Inc IWF ($434.45) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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