MIAN
Mariner Independent Advisor Network’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.16M | Buy |
14,464
+882
| +6% | +$70.7K | 0.05% | 341 |
|
|
2022
Q2 | $1.16M | Sell |
13,582
-465
| -3% | -$39.6K | 0.05% | 338 |
|
|
2022
Q1 | $1.48M | Sell |
14,047
-2,622
| -16% | -$277K | 0.06% | 308 |
|
|
2021
Q4 | $1.93M | Sell |
16,669
-4,827
| -22% | -$560K | 0.09% | 226 |
|
|
2021
Q3 | $2.19M | Buy |
21,496
+554
| +3% | +$56.5K | 0.11% | 214 |
|
|
2021
Q2 | $2.12M | Buy |
20,942
+7,621
| +57% | +$770K | 0.1% | 227 |
|
|
2021
Q1 | $1.21M | Sell |
13,321
-67,240
| -83% | -$6.1M | 0.06% | 278 |
|
|
2020
Q4 | $7.15M | Buy |
+80,561
| New | +$7.15M | 0.38% | 60 |
|
|
2018
Q4 | – | Sell |
-105,677
| Closed | -$6.56M | – | 363 |
|
|
2018
Q3 | $6.56M | Buy |
+105,677
| New | +$6.56M | 0.82% | 30 |
|