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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.12M	Sell	17,796 -530	-3%	-$36.6K	0.05%	346
2022 Q2	$1.2M	Buy	18,326 +617	+3%	+$43.3K	0.05%	332
2022 Q1	$1.38M	Buy	17,709 +1,406	+9%	+$109K	0.05%	316
2021 Q4	$1.39M	Sell	16,303 -446	-3%	-$37.4K	0.07%	286
2021 Q3	$1.33M	Sell	16,749 -189	-1%	-$15.3K	0.06%	290
2021 Q2	$1.37M	Sell	16,938 -131	-0.8%	-$10.5K	0.06%	296
2021 Q1	$1.34M	Sell	17,069 -31,700	-65%	-$2.44M	0.07%	267
2020 Q4	$3.52M	Buy	+48,769	New	+$3.25M	0.19%	134
2019 Q1	–	Sell	-40,032	Closed	-$1.99M	–	365
2018 Q4	$1.99M	Buy	+40,032	New	+$2.1M	0.18%	132
2017 Q2	–	Sell	-887,564	Closed	-$42.4M	–	250
2017 Q1	$42.4M	Buy	+887,564	New	+$41.9M	5.16%	3
2015 Q4	–	Sell	-142,116	Closed	-$5.58M	–	118
2015 Q3	$5.58M	Buy	142,116 +2,224	+2%	+$92.8K	2.14%	12
2015 Q2	$5.93M	Buy	139,892 +4,752	+4%	+$204K	2.9%	6
2015 Q1	$5.79M	Buy	135,140 +123,284	+1,040%	+$5.1M	3.24%	8
2014 Q4	$473K	Buy	11,856 +576	+5%	+$22.4K	0.22%	83
2014 Q3	$427K	Sell	11,280 -3,808	-25%	-$148K	0.22%	70
2014 Q2	$593K	Buy	+15,088	New	+$570K	0.29%	62

Other funds holding IJK

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.9% in Q3 2022, selling an estimated $36.6K and leaving 17,796 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #346.

Mariner Independent Advisor Network first reported a position in IJK in Q2 2014 and has held it in 16 quarters since. The position peaked at $42.4M in Q1 2017. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

Mariner Independent Advisor Network held 17,796 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.12M as of Q3 2022.
Mariner Independent Advisor Network sold 530 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $36.6K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #346 holding.
Mariner Independent Advisor Network first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2014 and has held it in 16 quarters since.
Mariner Independent Advisor Network's iShares S&P Mid-Cap 400 Growth ETF position peaked at $42.4M in Q1 2017.
643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

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