MIAN
Mariner Independent Advisor Network’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $25.1M | Buy |
315,039
+16,836
| +6% | +$1.34M | 1.08% | 12 |
|
|
2022
Q2 | $25.7M | Sell |
298,203
-6,010
| -2% | -$518K | 1.08% | 12 |
|
|
2022
Q1 | $30.7M | Buy |
304,213
+15,289
| +5% | +$1.54M | 1.18% | 10 |
|
|
2021
Q4 | $31.1M | Sell |
288,924
-16,113
| -5% | -$1.73M | 1.46% | 10 |
|
|
2021
Q3 | $30M | Sell |
305,037
-1,757
| -0.6% | -$173K | 1.47% | 8 |
|
|
2021
Q2 | $30.3M | Sell |
306,794
-278,752
| -48% | -$27.5M | 1.37% | 11 |
|
|
2021
Q1 | $53.6M | Buy |
585,546
+35,224
| +6% | +$3.23M | 2.8% | 5 |
|
|
2020
Q4 | $47.4M | Buy |
550,322
+517,663
| +1,585% | +$44.6M | 2.53% | 7 |
|
|
2020
Q3 | $2.47M | Sell |
32,659
-16,297
| -33% | -$1.23M | 0.2% | 128 |
|
|
2020
Q2 | $3.42M | Sell |
48,956
-15,475
| -24% | -$1.08M | 0.32% | 80 |
|
|
2020
Q1 | $3.55M | Buy |
64,431
+2,356
| +4% | +$130K | 0.32% | 81 |
|
|
2019
Q4 | $4.52M | Sell |
62,075
-2,218
| -3% | -$162K | 0.33% | 79 |
|
|
2019
Q3 | $4.28M | Buy |
64,293
+4,225
| +7% | +$281K | 0.33% | 79 |
|
|
2019
Q2 | $4.02M | Buy |
60,068
+4,110
| +7% | +$275K | 0.3% | 88 |
|
|
2019
Q1 | $3.63M | Buy |
55,958
+34,702
| +163% | +$2.25M | 0.31% | 83 |
|
|
2018
Q4 | $1.24M | Buy |
+21,256
| New | +$1.24M | 0.11% | 203 |
|
|
2018
Q2 | – | Sell |
-116,836
| Closed | -$7.06M | – | 234 |
|
|
2018
Q1 | $7.06M | Buy |
116,836
+63,285
| +118% | +$3.83M | 0.43% | 53 |
|
|
2017
Q4 | $3.27M | Sell |
53,551
-27,225
| -34% | -$1.66M | 0.34% | 78 |
|
|
2017
Q3 | $4.66M | Buy |
80,776
+22,323
| +38% | +$1.29M | 0.76% | 28 |
|
|
2017
Q2 | $3.24M | Buy |
58,453
+1,980
| +4% | +$110K | 0.46% | 68 |
|
|
2017
Q1 | $3.05M | Sell |
56,473
-49,944
| -47% | -$2.7M | 0.37% | 45 |
|
|
2016
Q4 | $5.46M | Sell |
106,417
-63,796
| -37% | -$3.27M | 0.89% | 36 |
|
|
2016
Q3 | $8.43M | Buy |
170,213
+75,587
| +80% | +$3.74M | 1.2% | 23 |
|
|
2016
Q2 | $4.51M | Buy |
94,626
+88,030
| +1,335% | +$4.19M | 0.85% | 31 |
|
|
2016
Q1 | $6.16M | Buy |
+6,596
| New | +$6.16M | 1.96% | 17 |
|
|
2015
Q4 | – | Sell |
-31,141
| Closed | -$2.73M | – | 123 |
|
|
2015
Q3 | $2.73M | Buy |
31,141
+20,978
| +206% | +$1.84M | 1.05% | 27 |
|
|
2015
Q2 | $960K | Buy |
+10,163
| New | +$960K | 0.47% | 60 |
|