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Mariner Independent Advisor Network’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Mariner Independent Advisor Network’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$4.52M Buy
98,070
+1,044
+1% +$55K 0.19% 130
2022
Q2 		$5.01M Buy
97,026
+2,004
+2% +$110K 0.21% 117
2022
Q1 		$6.15M Buy
95,022
+3,576
+4% +$230K 0.24% 104
2021
Q4 		$6.74M Sell
91,446
-4,890
-5% -$351K 0.32% 74
2021
Q3 		$6.48M Buy
96,336
+102
+0.1% +$7.09K 0.32% 80
2021
Q2 		$6.48M Buy
96,234
+42
+0% +$2.67K 0.29% 80
2021
Q1 		$5.79M Buy
96,192
+804
+0.8% +$48.1K 0.3% 78
2020
Q4 		$5.56M Sell
95,388
-9,804
-9% -$537K 0.3% 85
2020
Q3 		$5.42M Sell
105,192
-738
-0.7% -$37.2K 0.45% 55
2020
Q2 		$5M Sell
105,930
-19,494
-16% -$819K 0.46% 54
2020
Q1 		$4.23M Buy
125,424
+396
+0.3% +$15.9K 0.38% 72
2019
Q4 		$5.05M Buy
125,028
+3,522
+3% +$134K 0.36% 70
2019
Q3 		$4.36M Buy
121,506
+1,590
+1% +$58.1K 0.33% 78
2019
Q2 		$4.37M Buy
119,916
+55,266
+85% +$1.95M 0.33% 80
2019
Q1 		$2.25M Buy
+64,650
New +$2.08M 0.19% 128

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its iShares Expanded Tech Sector ETF (IGM) stake by 1.1% in Q3 2022, buying an estimated $55K and bringing the position to 98,070 shares worth $4.52M. The position accounts for 0.19% of the portfolio, ranked #130.

Mariner Independent Advisor Network first reported a position in IGM in Q1 2019 and has held it in 15 quarters since. The position peaked at $6.74M in Q4 2021. 252 funds tracked by Wall St. Rank hold IGM as of Q3 2022.

  • Mariner Independent Advisor Network held 98,070 shares of iShares Expanded Tech Sector ETF worth $4.52M as of Q3 2022.
  • Mariner Independent Advisor Network bought 1,044 iShares Expanded Tech Sector ETF shares in Q3 2022, an estimated $55K.
  • iShares Expanded Tech Sector ETF made up 0.19% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #130 holding.
  • Mariner Independent Advisor Network first reported a position in iShares Expanded Tech Sector ETF in Q1 2019 and has held it in 15 quarters since.
  • Mariner Independent Advisor Network's iShares Expanded Tech Sector ETF position peaked at $6.74M in Q4 2021.
  • 252 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2022.

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