Mariner Independent Advisor Network’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$35.1M	Buy	97,786 +16,910	+21%	+$6.75M	1.51%	9
2022 Q2	$31.1M	Sell	80,876 -1,576	-2%	-$648K	1.31%	9
2022 Q1	$37.4M	Sell	82,452 -10,890	-12%	-$4.87M	1.44%	8
2021 Q4	$44.7M	Sell	93,342 -5,976	-6%	-$2.75M	2.09%	7
2021 Q3	$42.8M	Buy	99,318 +1,862	+2%	+$825K	2.09%	6
2021 Q2	$41.9M	Buy	97,456 +19,504	+25%	+$8.17M	1.9%	7
2021 Q1	$31M	Sell	77,952 -2,374	-3%	-$919K	1.62%	9
2020 Q4	$30.2M	Buy	80,326 +23,997	+43%	+$8.54M	1.61%	10
2020 Q3	$18.9M	Sell	56,329 -2,715	-5%	-$904K	1.57%	10
2020 Q2	$18.4M	Sell	59,044 -37,945	-39%	-$11.1M	1.7%	9
2020 Q1	$24.5M	Sell	96,989 -15,452	-14%	-$4.73M	2.21%	6
2019 Q4	$36.5M	Buy	112,441 +2,655	+2%	+$822K	2.63%	5
2019 Q3	$32.6M	Buy	109,786 +6,234	+6%	+$1.85M	2.48%	5
2019 Q2	$30.6M	Buy	103,552 +1,353	+1%	+$392K	2.3%	6
2019 Q1	$29.2M	Buy	102,199 +24,247	+31%	+$6.63M	2.47%	7
2018 Q4	$20M	Sell	77,952 -821	-1%	-$223K	1.78%	11
2018 Q3	$23.1M	Buy	78,773 +20,588	+35%	+$5.91M	2.88%	8
2018 Q2	$15.9M	Sell	58,185 -67,639	-54%	-$18.4M	2.81%	10
2018 Q1	$33.4M	Buy	125,824 +42,002	+50%	+$11.6M	2.05%	9
2017 Q4	$22.5M	Sell	83,822 -8,031	-9%	-$2.1M	2.36%	6
2017 Q3	$23.2M	Buy	91,853 +55,082	+150%	+$13.7M	3.78%	5
2017 Q2	$8.95M	Sell	36,771 -227,406	-86%	-$54.9M	1.28%	22
2017 Q1	$62.7M	Buy	264,177 +251,769	+2,029%	+$58.9M	7.63%	2
2016 Q4	$2.79M	Buy	12,408 +862	+7%	+$189K	0.45%	61
2016 Q3	$2.51M	Sell	11,546 -6,020	-34%	-$1.31M	0.36%	71
2016 Q2	$3.7M	Buy	+17,566	New	+$3.66M	0.7%	45
2015 Q1	–	Sell	-6,444	Closed	-$1.33M	–	122
2014 Q4	$1.33M	Buy	6,444 +4,032	+167%	+$816K	0.62%	41
2014 Q3	$472K	Sell	2,412 -2,256	-48%	-$449K	0.25%	65
2014 Q2	$920K	Buy	+4,668	New	+$893K	0.45%	48

Other funds holding IVV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its iShares Core S&P 500 ETF (IVV) stake by 21% in Q3 2022, buying an estimated $6.75M and bringing the position to 97,786 shares worth $35.1M. The position accounts for 1.51% of the portfolio, ranked #9.

Mariner Independent Advisor Network first reported a position in IVV in Q2 2014 and has held it in 29 quarters since. The position peaked at $62.7M in Q1 2017. 2,501 funds tracked by Wall St. Rank hold IVV as of Q3 2022.

Mariner Independent Advisor Network held 97,786 shares of iShares Core S&P 500 ETF worth $35.1M as of Q3 2022.
Mariner Independent Advisor Network bought 16,910 iShares Core S&P 500 ETF shares in Q3 2022, an estimated $6.75M.
iShares Core S&P 500 ETF made up 1.51% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #9 holding.
Mariner Independent Advisor Network first reported a position in iShares Core S&P 500 ETF in Q2 2014 and has held it in 29 quarters since.
Mariner Independent Advisor Network's iShares Core S&P 500 ETF position peaked at $62.7M in Q1 2017.
2,501 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2022.

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