MIAN
ILCG icon

Mariner Independent Advisor Network’s iShares Morningstar Growth ETF ILCG Stock Holding History

Mariner Independent Advisor Network’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.73M Buy
35,840
+7,286
+26% +$394K 0.07% 271
2022
Q2 		$1.5M Buy
+28,554
New +$1.58M 0.06% 301

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its iShares Morningstar Growth ETF (ILCG) stake by 26% in Q3 2022, buying an estimated $394K and bringing the position to 35,840 shares worth $1.73M. The position accounts for 0.07% of the portfolio, ranked #271.

Mariner Independent Advisor Network first reported a position in ILCG in Q2 2022 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold ILCG as of Q3 2022.

  • Mariner Independent Advisor Network held 35,840 shares of iShares Morningstar Growth ETF worth $1.73M as of Q3 2022.
  • Mariner Independent Advisor Network bought 7,286 iShares Morningstar Growth ETF shares in Q3 2022, an estimated $394K.
  • iShares Morningstar Growth ETF made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #271 holding.
  • Mariner Independent Advisor Network first reported a position in iShares Morningstar Growth ETF in Q2 2022 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2022.

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