MIAN
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Mariner Independent Advisor Network’s iShares US Insurance ETF IAK Stock Holding History

Mariner Independent Advisor Network’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$859K Sell
10,860
-145
-1% -$12.1K 0.04% 400
2022
Q2 		$923K Buy
+11,005
New +$952K 0.04% 384

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Independent Advisor Network's IAK Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its iShares US Insurance ETF (IAK) stake by 1.3% in Q3 2022, selling an estimated $12.1K and leaving 10,860 shares worth $859K. The position accounts for 0.04% of the portfolio, ranked #400.

Mariner Independent Advisor Network first reported a position in IAK in Q2 2022 and has held it in 2 quarters since. The position peaked at $923K in Q2 2022. 76 funds tracked by Wall St. Rank hold IAK as of Q3 2022.

  • Mariner Independent Advisor Network held 10,860 shares of iShares US Insurance ETF worth $859K as of Q3 2022.
  • Mariner Independent Advisor Network sold 145 iShares US Insurance ETF shares in Q3 2022, an estimated $12.1K.
  • iShares US Insurance ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #400 holding.
  • Mariner Independent Advisor Network first reported a position in iShares US Insurance ETF in Q2 2022 and has held it in 2 quarters since.
  • Mariner Independent Advisor Network's iShares US Insurance ETF position peaked at $923K in Q2 2022.
  • 76 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.