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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.22M	Buy	19,521 +2,274	+13%	+$157K	0.05%	334
2022 Q2	$1.17M	Sell	17,247 -492	-3%	-$35.3K	0.05%	336
2022 Q1	$1.34M	Buy	17,739 +6,883	+63%	+$516K	0.05%	321
2021 Q4	$832K	Sell	10,856 -4,794	-31%	-$356K	0.04%	350
2021 Q3	$1.11M	Sell	15,650 -194	-1%	-$14.1K	0.05%	315
2021 Q2	$1.14M	Buy	15,844 +1,917	+14%	+$138K	0.05%	325
2021 Q1	$960K	Sell	13,927 -369	-3%	-$24.2K	0.05%	306
2020 Q4	$889K	Buy	+14,296	New	+$838K	0.05%	300
2020 Q3	–	Sell	-10,758	Closed	-$562K	–	326
2020 Q2	$562K	Sell	10,758 -1,865	-15%	-$95.2K	0.05%	255
2020 Q1	$563K	Buy	12,623 +257	+2%	+$14.8K	0.05%	268
2019 Q4	$780K	Buy	12,366 +369	+3%	+$22.2K	0.06%	269
2019 Q3	$685K	Buy	+11,997	New	+$683K	0.05%	281
2019 Q1	–	Sell	-31,154	Closed	-$1.54M	–	366
2018 Q4	$1.54M	Buy	+31,154	New	+$1.66M	0.14%	167
2017 Q3	–	Sell	-200,008	Closed	-$10.2M	–	175
2017 Q2	$10.2M	Buy	+200,008	New	+$10.1M	1.46%	16
2017 Q1	–	Sell	-203,966	Closed	-$10M	–	305
2016 Q4	$10M	Buy	+203,966	New	+$9.64M	1.63%	18

Other funds holding IUSV

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Mariner Independent Advisor Network increased its iShares Core S&P US Value ETF (IUSV) stake by 13% in Q3 2022, buying an estimated $157K and bringing the position to 19,521 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #334.

Mariner Independent Advisor Network first reported a position in IUSV in Q4 2016 and has held it in 15 quarters since. The position peaked at $10.2M in Q2 2017. 478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

Mariner Independent Advisor Network held 19,521 shares of iShares Core S&P US Value ETF worth $1.22M as of Q3 2022.
Mariner Independent Advisor Network bought 2,274 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $157K.
iShares Core S&P US Value ETF made up 0.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #334 holding.
Mariner Independent Advisor Network first reported a position in iShares Core S&P US Value ETF in Q4 2016 and has held it in 15 quarters since.
Mariner Independent Advisor Network's iShares Core S&P US Value ETF position peaked at $10.2M in Q2 2017.
478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

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