Mariner Independent Advisor Network’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $10M | Buy |
228,190
+355
| +0.2% | +$17.2K | 0.43% | 51 |
|
|
2022
Q2 | $10.5M | Sell |
227,835
-195
| -0.1% | -$9.63K | 0.44% | 49 |
|
|
2022
Q1 | $12.3M | Buy |
228,030
+118,600
| +108% | +$6.31M | 0.47% | 49 |
|
|
2021
Q4 | $6.21M | Sell |
109,430
-12,100
| -10% | -$674K | 0.29% | 81 |
|
|
2021
Q3 | $6.41M | Buy |
121,530
+7,895
| +7% | +$425K | 0.31% | 82 |
|
|
2021
Q2 | $6.11M | Buy |
113,635
+4,960
| +5% | +$268K | 0.28% | 88 |
|
|
2021
Q1 | $5.66M | Sell |
108,675
-13,355
| -11% | -$667K | 0.3% | 80 |
|
|
2020
Q4 | $5.61M | Buy |
122,030
+32,700
| +37% | +$1.38M | 0.3% | 83 |
|
|
2020
Q3 | $3.31M | Sell |
89,330
-10,765
| -11% | -$402K | 0.27% | 96 |
|
|
2020
Q2 | $3.55M | Sell |
100,095
-97,335
| -49% | -$3.23M | 0.33% | 79 |
|
|
2020
Q1 | $5.5M | Sell |
197,430
-188,110
| -49% | -$6.99M | 0.5% | 54 |
|
|
2019
Q4 | $15.9M | Sell |
385,540
-12,365
| -3% | -$490K | 1.14% | 16 |
|
|
2019
Q3 | $15.2M | Buy |
397,905
+17,525
| +5% | +$673K | 1.15% | 15 |
|
|
2019
Q2 | $14.8M | Buy |
380,380
+10,145
| +3% | +$389K | 1.11% | 16 |
|
|
2019
Q1 | $14.1M | Sell |
370,235
-11,115
| -3% | -$410K | 1.19% | 15 |
|
|
2018
Q4 | $13.3M | Sell |
381,350
-184,075
| -33% | -$6.72M | 1.18% | 15 |
|
|
2018
Q3 | $22.8M | Buy |
565,425
+41,775
| +8% | +$1.68M | 2.85% | 9 |
|
|
2018
Q2 | $20.4M | Sell |
523,650
-238,055
| -31% | -$9.2M | 3.61% | 4 |
|
|
2018
Q1 | $28.6M | Buy |
761,705
+367,750
| +93% | +$14.1M | 1.76% | 10 |
|
|
2017
Q4 | $15M | Sell |
393,955
-2,820
| -0.7% | -$104K | 1.56% | 15 |
|
|
2017
Q3 | $14.2M | Sell |
396,775
-266,185
| -40% | -$9.27M | 2.31% | 11 |
|
|
2017
Q2 | $23.1M | Buy |
662,960
+611,425
| +1,186% | +$21.1M | 3.31% | 3 |
|
|
2017
Q1 | $1.76M | Sell |
51,535
-389,785
| -88% | -$13.3M | 0.21% | 71 |
|
|
2016
Q4 | $14.6M | Buy |
441,320
+281,590
| +176% | +$8.93M | 2.37% | 8 |
|
|
2016
Q3 | $4.94M | Buy |
159,730
+37,165
| +30% | +$1.15M | 0.7% | 41 |
|
|
2016
Q2 | $3.66M | Buy |
122,565
+32,850
| +37% | +$963K | 0.69% | 46 |
|
|
2016
Q1 | $2.59M | Buy |
89,715
+31,080
| +53% | +$830K | 0.83% | 38 |
|
|
2015
Q4 | $587K | Sell |
58,635
-2,095
| -3% | -$59.9K | 0.39% | 59 |
|
|
2015
Q3 | $1.66M | Sell |
60,730
-5,645
| -9% | -$164K | 0.64% | 45 |
|
|
2015
Q2 | $1.99M | Buy |
+66,375
| New | +$2.02M | 0.97% | 32 |
|
|
2015
Q1 | – | Sell |
-40,465
| Closed | -$1.17M | – | 120 |
|
|
2014
Q4 | $1.17M | Sell |
40,465
-19,555
| -33% | -$549K | 0.54% | 49 |
|
|
2014
Q3 | $16.4M | Buy |
60,020
+2,935
| +5% | +$82.7K | 8.58% | 1 |
|
|
2014
Q2 | $1.63M | Buy |
+57,085
| New | +$1.57M | 0.8% | 34 |
|
Other funds holding IJH
Mariner Independent Advisor Network's IJH Position: Q3 2022 in Review
Mariner Independent Advisor Network increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.16% in Q3 2022, buying an estimated $17.2K and bringing the position to 228,190 shares worth $10M. The position accounts for 0.43% of the portfolio, ranked #51.
Mariner Independent Advisor Network first reported a position in IJH in Q2 2014 and has held it in 33 quarters since. The position peaked at $28.6M in Q1 2018. 1,768 funds tracked by Wall St. Rank hold IJH as of Q3 2022.
- Mariner Independent Advisor Network held 228,190 shares of iShares Core S&P Mid-Cap ETF worth $10M as of Q3 2022.
- Mariner Independent Advisor Network bought 355 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $17.2K.
- iShares Core S&P Mid-Cap ETF made up 0.43% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #51 holding.
- Mariner Independent Advisor Network first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and has held it in 33 quarters since.
- Mariner Independent Advisor Network's iShares Core S&P Mid-Cap ETF position peaked at $28.6M in Q1 2018.
- 1,768 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.
Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.