Mariner Independent Advisor Network’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-69,642	Closed	-$1.77M	–	258
2017 Q1	$1.77M	Buy	+69,642	New	+$1.75M	0.22%	70

Other funds holding ISCG

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

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

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mariner Independent Advisor Network's ISCG Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2017, closing a stake of 69,642 shares — an estimated $1.77M sold.

Mariner Independent Advisor Network first reported a position in ISCG in Q1 2017 and held it in 1 quarter. The position peaked at $1.77M in Q1 2017. 42 funds tracked by Wall St. Rank hold ISCG as of Q2 2017.

Mariner Independent Advisor Network reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2017 after selling out during the quarter.
Mariner Independent Advisor Network sold 69,642 iShares Morningstar Small-Cap Growth ETF shares in Q2 2017, an estimated $1.77M.
Mariner Independent Advisor Network first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2017 and held it in 1 quarter.
Mariner Independent Advisor Network's iShares Morningstar Small-Cap Growth ETF position peaked at $1.77M in Q1 2017.
42 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.