Mariner Independent Advisor Network’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Mariner Independent Advisor Network’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,371	Closed	-$1.09M	–	573
2022 Q2	$1.09M	Sell	11,371 -457	-4%	-$46.6K	0.05%	352
2022 Q1	$1.3M	Buy	+11,828	New	+$1.28M	0.05%	326
2021 Q4	–	Sell	-39,993	Closed	-$4.12M	–	482
2021 Q3	$4.12M	Buy	39,993 +369	+0.9%	+$38.8K	0.2%	129
2021 Q2	$4.17M	Sell	39,624 -20,638	-34%	-$2.2M	0.19%	134
2021 Q1	$6.14M	Buy	+60,262	New	+$5.75M	0.32%	69
2020 Q2	–	Sell	-110,948	Closed	-$5.73M	–	344
2020 Q1	$5.73M	Buy	110,948 +14,838	+15%	+$1.12M	0.52%	48
2019 Q4	$8.2M	Buy	96,110 +1,186	+1%	+$97.5K	0.59%	39
2019 Q3	$7.44M	Buy	94,924 +4,524	+5%	+$356K	0.57%	39
2019 Q2	$7.24M	Sell	90,400 -300	-0.3%	-$23.8K	0.54%	44
2019 Q1	$7.21M	Sell	90,700 -408	-0.4%	-$31.6K	0.61%	36
2018 Q4	$6.74M	Buy	91,108 +4,980	+6%	+$381K	0.6%	40
2018 Q3	$7.21M	Buy	+86,128	New	+$7.19M	0.9%	24
2018 Q2	–	Sell	-153,616	Closed	-$11.9M	–	231
2018 Q1	$11.9M	Buy	153,616 +101,608	+195%	+$8.06M	0.73%	33
2017 Q4	$4.16M	Sell	52,008 -33,860	-39%	-$2.64M	0.44%	56
2017 Q3	$6.56M	Buy	85,868 +1,966	+2%	+$146K	1.07%	24
2017 Q2	$6.23M	Sell	83,902 -64,938	-44%	-$4.8M	0.89%	31
2017 Q1	$11M	Buy	148,840 +67,518	+83%	+$5.01M	1.34%	18
2016 Q4	$5.9M	Buy	81,322 +1,162	+1%	+$80.4K	0.96%	33
2016 Q3	$5.33M	Buy	80,160 +4,478	+6%	+$296K	0.76%	39
2016 Q2	$4.85M	Buy	+75,682	New	+$4.76M	0.91%	27
2014 Q3	–	Sell	-3,344	Closed	-$212K	–	147
2014 Q2	$212K	Buy	+3,344	New	+$204K	0.1%	122

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mariner Independent Advisor Network sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2022, closing a stake of 11,371 shares — an estimated $1.09M sold.

Mariner Independent Advisor Network first reported a position in IJJ in Q2 2014 and held it in 21 quarters. The position peaked at $11.9M in Q1 2018. 625 funds tracked by Wall St. Rank hold IJJ as of Q3 2022.

Mariner Independent Advisor Network reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 11,371 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2022, an estimated $1.09M.
Mariner Independent Advisor Network first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2014 and held it in 21 quarters.
Mariner Independent Advisor Network's iShares S&P Mid-Cap 400 Value ETF position peaked at $11.9M in Q1 2018.
625 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2022.

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