Mariner Independent Advisor Network’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.16M	Buy	14,464 +882	+6%	+$79.4K	0.05%	341
2022 Q2	$1.16M	Sell	13,582 -465	-3%	-$42.6K	0.05%	338
2022 Q1	$1.48M	Sell	14,047 -2,622	-16%	-$272K	0.06%	308
2021 Q4	$1.93M	Sell	16,669 -4,827	-22%	-$538K	0.09%	226
2021 Q3	$2.19M	Buy	21,496 +554	+3%	+$58.5K	0.11%	214
2021 Q2	$2.12M	Buy	20,942 +7,621	+57%	+$734K	0.1%	227
2021 Q1	$1.21M	Sell	13,321 -67,240	-83%	-$6.06M	0.06%	278
2020 Q4	$7.14M	Buy	+80,561	New	+$6.78M	0.38%	60
2018 Q4	–	Sell	-105,677	Closed	-$6.56M	–	363
2018 Q3	$6.56M	Buy	+105,677	New	+$6.38M	0.82%	30

Other funds holding IUSG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its iShares Core S&P US Growth ETF (IUSG) stake by 6.5% in Q3 2022, buying an estimated $79.4K and bringing the position to 14,464 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #341.

Mariner Independent Advisor Network first reported a position in IUSG in Q3 2018 and has held it in 9 quarters since. The position peaked at $7.14M in Q4 2020. 513 funds tracked by Wall St. Rank hold IUSG as of Q3 2022.

Mariner Independent Advisor Network held 14,464 shares of iShares Core S&P US Growth ETF worth $1.16M as of Q3 2022.
Mariner Independent Advisor Network bought 882 iShares Core S&P US Growth ETF shares in Q3 2022, an estimated $79.4K.
iShares Core S&P US Growth ETF made up 0.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #341 holding.
Mariner Independent Advisor Network first reported a position in iShares Core S&P US Growth ETF in Q3 2018 and has held it in 9 quarters since.
Mariner Independent Advisor Network's iShares Core S&P US Growth ETF position peaked at $7.14M in Q4 2020.
513 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2022.

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