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

Mariner Independent Advisor Network’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$3.94M Sell
38,700
-1,086
-3% -$122K 0.17% 142
2022
Q2 		$4.28M Buy
39,786
+5,609
+16% +$636K 0.18% 134
2022
Q1 		$4.3M Sell
34,177
-1,045
-3% -$132K 0.17% 141
2021
Q4 		$4.91M Sell
35,222
-17,347
-33% -$2.36M 0.23% 106
2021
Q3 		$6.84M Buy
52,569
+2,739
+5% +$361K 0.33% 74
2021
Q2 		$6.61M Sell
49,830
-13,622
-21% -$1.77M 0.3% 77
2021
Q1 		$8.14M Buy
63,452
+39,790
+168% +$5.06M 0.42% 52
2020
Q4 		$2.7M Buy
23,662
+2,580
+12% +$263K 0.14% 162
2020
Q3 		$1.86M Buy
21,082
+68
+0.3% +$6.08K 0.15% 149
2020
Q2 		$1.77M Sell
21,014
-6,040
-22% -$471K 0.16% 150
2020
Q1 		$1.77M Sell
27,054
-4,960
-15% -$438K 0.16% 147
2019
Q4 		$3.09M Sell
32,014
-5,378
-14% -$497K 0.22% 104
2019
Q3 		$3.28M Sell
37,392
-20,304
-35% -$1.83M 0.25% 99
2019
Q2 		$5.27M Sell
57,696
-114
-0.2% -$10.2K 0.4% 61
2019
Q1 		$5.19M Sell
57,810
-5,850
-9% -$517K 0.44% 55
2018
Q4 		$5.41M Buy
63,660
+22,540
+55% +$2.01M 0.48% 46
2018
Q3 		$4.15M Buy
41,120
+238
+0.6% +$23.9K 0.52% 46
2018
Q2 		$3.86M Buy
40,882
+5,064
+14% +$465K 0.68% 40
2018
Q1 		$3.11M Buy
35,818
+6,434
+22% +$561K 0.19% 109
2017
Q4 		$2.5M Buy
29,384
+1,008
+4% +$84.3K 0.26% 93
2017
Q3 		$2.33M Sell
28,376
-2,220
-7% -$173K 0.38% 64
2017
Q2 		$2.38M Buy
30,596
+6,650
+28% +$511K 0.34% 84
2017
Q1 		$1.83M Sell
23,946
-7,030
-23% -$533K 0.22% 66
2016
Q4 		$2.32M Buy
30,976
+1,600
+5% +$113K 0.38% 67
2016
Q3 		$2.01M Buy
+29,376
New +$1.98M 0.29% 82
2015
Q4 		– Sell
-85,690
Closed -$5.15M – 120
2015
Q3 		$5.15M Buy
85,690
+798
+0.9% +$51.1K 1.97% 14
2015
Q2 		$5.56M Buy
84,892
+1,674
+2% +$109K 2.72% 9
2015
Q1 		$5.42M Buy
+83,218
New +$5.21M 3.03% 9
2014
Q4 		– Sell
-4,282
Closed -$241K – 175
2014
Q3 		$241K Sell
4,282
-40
-0.9% -$2.33K 0.13% 113
2014
Q2 		$261K Buy
+4,322
New +$251K 0.13% 106

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.7% in Q3 2022, selling an estimated $122K and leaving 38,700 shares worth $3.94M. The position accounts for 0.17% of the portfolio, ranked #142.

Mariner Independent Advisor Network first reported a position in IJT in Q2 2014 and has held it in 30 quarters since. The position peaked at $8.14M in Q1 2021. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

  • Mariner Independent Advisor Network held 38,700 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.94M as of Q3 2022.
  • Mariner Independent Advisor Network sold 1,086 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2022, an estimated $122K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.17% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #142 holding.
  • Mariner Independent Advisor Network first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2014 and has held it in 30 quarters since.
  • Mariner Independent Advisor Network's iShares S&P Small-Cap 600 Growth ETF position peaked at $8.14M in Q1 2021.
  • 593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

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