MIAN
Mariner Independent Advisor Network’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $10M | Buy |
45,638
+71
| +0.2% | +$15.6K | 0.43% | 51 |
|
|
2022
Q2 | $10.5M | Sell |
45,567
-39
| -0.1% | -$8.95K | 0.44% | 49 |
|
|
2022
Q1 | $12.3M | Buy |
45,606
+23,720
| +108% | +$6.38M | 0.47% | 49 |
|
|
2021
Q4 | $6.21M | Sell |
21,886
-2,420
| -10% | -$687K | 0.29% | 81 |
|
|
2021
Q3 | $6.41M | Buy |
24,306
+1,579
| +7% | +$417K | 0.31% | 82 |
|
|
2021
Q2 | $6.11M | Buy |
22,727
+992
| +5% | +$267K | 0.28% | 88 |
|
|
2021
Q1 | $5.66M | Sell |
21,735
-2,671
| -11% | -$695K | 0.3% | 80 |
|
|
2020
Q4 | $5.61M | Buy |
24,406
+6,540
| +37% | +$1.5M | 0.3% | 83 |
|
|
2020
Q3 | $3.31M | Sell |
17,866
-2,153
| -11% | -$399K | 0.27% | 96 |
|
|
2020
Q2 | $3.55M | Sell |
20,019
-19,467
| -49% | -$3.45M | 0.33% | 79 |
|
|
2020
Q1 | $5.5M | Sell |
39,486
-37,622
| -49% | -$5.24M | 0.5% | 54 |
|
|
2019
Q4 | $15.9M | Sell |
77,108
-2,473
| -3% | -$509K | 1.14% | 16 |
|
|
2019
Q3 | $15.2M | Buy |
79,581
+3,505
| +5% | +$667K | 1.15% | 15 |
|
|
2019
Q2 | $14.8M | Buy |
76,076
+2,029
| +3% | +$394K | 1.11% | 16 |
|
|
2019
Q1 | $14.1M | Sell |
74,047
-2,223
| -3% | -$424K | 1.19% | 15 |
|
|
2018
Q4 | $13.3M | Sell |
76,270
-36,815
| -33% | -$6.4M | 1.18% | 15 |
|
|
2018
Q3 | $22.8M | Buy |
113,085
+8,355
| +8% | +$1.68M | 2.85% | 9 |
|
|
2018
Q2 | $20.4M | Sell |
104,730
-47,611
| -31% | -$9.27M | 3.61% | 4 |
|
|
2018
Q1 | $28.6M | Buy |
152,341
+73,550
| +93% | +$13.8M | 1.76% | 10 |
|
|
2017
Q4 | $15M | Sell |
78,791
-564
| -0.7% | -$107K | 1.56% | 15 |
|
|
2017
Q3 | $14.2M | Sell |
79,355
-53,237
| -40% | -$9.52M | 2.31% | 11 |
|
|
2017
Q2 | $23.1M | Buy |
132,592
+122,285
| +1,186% | +$21.3M | 3.31% | 3 |
|
|
2017
Q1 | $1.77M | Sell |
10,307
-77,957
| -88% | -$13.3M | 0.21% | 71 |
|
|
2016
Q4 | $14.6M | Buy |
88,264
+56,318
| +176% | +$9.31M | 2.37% | 8 |
|
|
2016
Q3 | $4.94M | Buy |
31,946
+7,433
| +30% | +$1.15M | 0.7% | 41 |
|
|
2016
Q2 | $3.66M | Buy |
24,513
+6,570
| +37% | +$981K | 0.69% | 46 |
|
|
2016
Q1 | $2.59M | Buy |
17,943
+6,216
| +53% | +$896K | 0.83% | 38 |
|
|
2015
Q4 | $587K | Sell |
11,727
-419
| -3% | -$21K | 0.39% | 59 |
|
|
2015
Q3 | $1.66M | Sell |
12,146
-1,129
| -9% | -$154K | 0.64% | 45 |
|
|
2015
Q2 | $1.99M | Buy |
+13,275
| New | +$1.99M | 0.97% | 32 |
|
|
2015
Q1 | – | Sell |
-8,093
| Closed | -$1.17M | – | 120 |
|
|
2014
Q4 | $1.17M | Sell |
8,093
-3,911
| -33% | -$566K | 0.54% | 49 |
|
|
2014
Q3 | $16.4M | Buy |
12,004
+587
| +5% | +$803K | 8.58% | 1 |
|
|
2014
Q2 | $1.63M | Buy |
+11,417
| New | +$1.63M | 0.8% | 34 |
|