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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$3.94M Sell
38,700
-1,086
-3% -$110K 0.17% 142
2022
Q2
$4.28M Buy
39,786
+5,609
+16% +$603K 0.18% 134
2022
Q1
$4.3M Sell
34,177
-1,045
-3% -$131K 0.17% 141
2021
Q4
$4.91M Sell
35,222
-17,347
-33% -$2.42M 0.23% 106
2021
Q3
$6.84M Buy
52,569
+2,739
+5% +$357K 0.33% 74
2021
Q2
$6.61M Sell
49,830
-13,622
-21% -$1.81M 0.3% 77
2021
Q1
$8.14M Buy
63,452
+39,790
+168% +$5.1M 0.42% 52
2020
Q4
$2.7M Buy
23,662
+2,580
+12% +$295K 0.14% 162
2020
Q3
$1.86M Buy
21,082
+68
+0.3% +$6K 0.15% 149
2020
Q2
$1.78M Sell
21,014
-6,040
-22% -$510K 0.16% 150
2020
Q1
$1.77M Sell
27,054
-4,960
-15% -$325K 0.16% 147
2019
Q4
$3.09M Sell
32,014
-5,378
-14% -$520K 0.22% 104
2019
Q3
$3.28M Sell
37,392
-20,304
-35% -$1.78M 0.25% 99
2019
Q2
$5.27M Sell
57,696
-114
-0.2% -$10.4K 0.4% 61
2019
Q1
$5.19M Sell
57,810
-5,850
-9% -$525K 0.44% 55
2018
Q4
$5.41M Buy
63,660
+22,540
+55% +$1.91M 0.48% 46
2018
Q3
$4.15M Buy
41,120
+238
+0.6% +$24K 0.52% 46
2018
Q2
$3.86M Buy
40,882
+5,064
+14% +$478K 0.68% 40
2018
Q1
$3.11M Buy
35,818
+6,434
+22% +$559K 0.19% 109
2017
Q4
$2.5M Buy
29,384
+1,008
+4% +$85.8K 0.26% 93
2017
Q3
$2.33M Sell
28,376
-2,220
-7% -$183K 0.38% 64
2017
Q2
$2.39M Buy
30,596
+6,650
+28% +$518K 0.34% 84
2017
Q1
$1.83M Sell
23,946
-7,030
-23% -$538K 0.22% 66
2016
Q4
$2.32M Buy
30,976
+1,600
+5% +$120K 0.38% 67
2016
Q3
$2.01M Buy
+29,376
New +$2.01M 0.29% 82
2015
Q4
Sell
-85,690
Closed -$5.15M 120
2015
Q3
$5.15M Buy
85,690
+798
+0.9% +$47.9K 1.97% 14
2015
Q2
$5.56M Buy
84,892
+1,674
+2% +$110K 2.72% 9
2015
Q1
$5.42M Buy
+83,218
New +$5.42M 3.03% 9
2014
Q4
Sell
-4,282
Closed -$241K 175
2014
Q3
$241K Sell
4,282
-40
-0.9% -$2.25K 0.13% 113
2014
Q2
$261K Buy
+4,322
New +$261K 0.13% 106