Mariner Independent Advisor Network’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$879K	Sell	10,663 -2,712	-20%	-$251K	0.04%	396
2022 Q2	$1.19M	Sell	13,375 -19,466	-59%	-$1.87M	0.05%	333
2022 Q1	$3.37M	Buy	32,841 +4,392	+15%	+$448K	0.13%	165
2021 Q4	$3.02M	Sell	28,449 -26,636	-48%	-$2.79M	0.14%	168
2021 Q3	$5.54M	Sell	55,085 -31,518	-36%	-$3.18M	0.27%	97
2021 Q2	$9.13M	Buy	86,603 +35,879	+71%	+$3.75M	0.41%	49
2021 Q1	$5.11M	Buy	+50,724	New	+$4.8M	0.27%	96
2016 Q4	–	Sell	-55,510	Closed	-$3.46M	–	181
2016 Q3	$3.46M	Buy	+55,510	New	+$3.41M	0.49%	62

Other funds holding IJS

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

CWA

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

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

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

Mariner Independent Advisor Network reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 20% in Q3 2022, selling an estimated $251K and leaving 10,663 shares worth $879K. The position accounts for 0.04% of the portfolio, ranked #396.

Mariner Independent Advisor Network first reported a position in IJS in Q3 2016 and has held it in 8 quarters since. The position peaked at $9.13M in Q2 2021. 696 funds tracked by Wall St. Rank hold IJS as of Q3 2022.

Mariner Independent Advisor Network held 10,663 shares of iShares S&P Small-Cap 600 Value ETF worth $879K as of Q3 2022.
Mariner Independent Advisor Network sold 2,712 iShares S&P Small-Cap 600 Value ETF shares in Q3 2022, an estimated $251K.
iShares S&P Small-Cap 600 Value ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #396 holding.
Mariner Independent Advisor Network first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2016 and has held it in 8 quarters since.
Mariner Independent Advisor Network's iShares S&P Small-Cap 600 Value ETF position peaked at $9.13M in Q2 2021.
696 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2022.

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