Mariner Independent Advisor Network’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$5.9M	Buy	67,621 +6,421	+10%	+$624K	0.25%	96
2022 Q2	$5.67M	Sell	61,200 -8,452	-12%	-$841K	0.24%	104
2022 Q1	$7.53M	Sell	69,652 -73,293	-51%	-$7.91M	0.29%	87
2021 Q4	$16.4M	Sell	142,945 -10,727	-7%	-$1.22M	0.77%	21
2021 Q3	$16.8M	Buy	153,672 +1,771	+1%	+$195K	0.82%	17
2021 Q2	$17.2M	Buy	151,901 +13,880	+10%	+$1.55M	0.78%	20
2021 Q1	$15M	Buy	138,021 +53,782	+64%	+$5.63M	0.78%	24
2020 Q4	$7.74M	Buy	+84,239	New	+$6.92M	0.41%	52
2020 Q3	–	Sell	-80,717	Closed	-$5.45M	–	325
2020 Q2	$5.45M	Sell	80,717 -16,388	-17%	-$1.03M	0.5%	49
2020 Q1	$5.21M	Sell	97,105 -12,869	-12%	-$958K	0.47%	60
2019 Q4	$9.22M	Sell	109,974 -11,931	-10%	-$960K	0.66%	32
2019 Q3	$9.36M	Sell	121,905 -79,044	-39%	-$6.12M	0.71%	30
2019 Q2	$15.7M	Sell	200,949 -17,460	-8%	-$1.36M	1.19%	14
2019 Q1	$17M	Buy	218,409 +38,434	+21%	+$2.95M	1.44%	12
2018 Q4	$13.2M	Sell	179,975 -85,995	-32%	-$6.65M	1.17%	16
2018 Q3	$23.2M	Buy	265,970 +69,207	+35%	+$6.06M	2.9%	7
2018 Q2	$16.4M	Sell	196,763 -88,590	-31%	-$7.22M	2.91%	8
2018 Q1	$22M	Buy	285,353 +148,001	+108%	+$11.5M	1.35%	19
2017 Q4	$10.6M	Buy	137,352 +768	+0.6%	+$57.9K	1.1%	24
2017 Q3	$10.1M	Sell	136,584 -130,355	-49%	-$9.14M	1.65%	17
2017 Q2	$18.7M	Buy	+266,939	New	+$18.5M	2.68%	6
2017 Q1	–	Sell	-186,202	Closed	-$12.8M	–	303
2016 Q4	$12.8M	Buy	186,202 +147,586	+382%	+$9.52M	2.08%	11
2016 Q3	$2.4M	Buy	38,616 +3,624	+10%	+$221K	0.34%	74
2016 Q2	$2.03M	Buy	34,992 +6,486	+23%	+$370K	0.38%	68
2016 Q1	$1.6M	Buy	+28,506	New	+$1.49M	0.51%	56
2015 Q4	–	Sell	-23,046	Closed	-$1.23M	–	119
2015 Q3	$1.23M	Buy	+23,046	New	+$1.31M	0.47%	63

Other funds holding IJR

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Mariner Independent Advisor Network increased its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q3 2022, buying an estimated $624K and bringing the position to 67,621 shares worth $5.9M. The position accounts for 0.25% of the portfolio, ranked #96.

Mariner Independent Advisor Network first reported a position in IJR in Q3 2015 and has held it in 26 quarters since. The position peaked at $23.2M in Q3 2018. 1,949 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

Mariner Independent Advisor Network held 67,621 shares of iShares Core S&P Small-Cap ETF worth $5.9M as of Q3 2022.
Mariner Independent Advisor Network bought 6,421 iShares Core S&P Small-Cap ETF shares in Q3 2022, an estimated $624K.
iShares Core S&P Small-Cap ETF made up 0.25% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #96 holding.
Mariner Independent Advisor Network first reported a position in iShares Core S&P Small-Cap ETF in Q3 2015 and has held it in 26 quarters since.
Mariner Independent Advisor Network's iShares Core S&P Small-Cap ETF position peaked at $23.2M in Q3 2018.
1,949 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2022.

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