Mariner Independent Advisor Network’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6.19M	Sell	106,951 -12,547	-10%	-$815K	0.27%	87
2022 Q2	$7.31M	Sell	119,498 -26,222	-18%	-$1.74M	0.31%	81
2022 Q1	$11.1M	Buy	145,720 +53,626	+58%	+$4.03M	0.43%	55
2021 Q4	$7.73M	Sell	92,094 -39,669	-30%	-$3.2M	0.36%	67
2021 Q3	$9.69M	Sell	131,763 -9,971	-7%	-$760K	0.47%	46
2021 Q2	$10.3M	Sell	141,734 -360	-0.3%	-$24.9K	0.47%	39
2021 Q1	$9.25M	Sell	142,094 -64,261	-31%	-$4.15M	0.48%	44
2020 Q4	$13.2M	Buy	206,355 +43,011	+26%	+$2.61M	0.7%	25
2020 Q3	$9.44M	Sell	163,344 -30,224	-16%	-$1.71M	0.78%	26
2020 Q2	$10.1M	Sell	193,568 -16,848	-8%	-$808K	0.93%	21
2020 Q1	$8.41M	Sell	210,416 -20,032	-9%	-$947K	0.76%	26
2019 Q4	$11.2M	Sell	230,448 -1,832	-0.8%	-$84.9K	0.8%	24
2019 Q3	$10.4M	Sell	232,280 -7,708	-3%	-$349K	0.79%	25
2019 Q2	$10.8M	Buy	239,988 +16,824	+8%	+$740K	0.81%	23
2019 Q1	$9.7M	Sell	223,164 -242,156	-52%	-$9.92M	0.82%	24
2018 Q4	$18M	Buy	465,320 +5,384	+1%	+$218K	1.6%	13
2018 Q3	$20.4M	Sell	459,936 -266,096	-37%	-$11.4M	2.55%	11
2018 Q2	$29.5M	Sell	726,032 -672,996	-48%	-$27M	5.23%	3
2018 Q1	$54.2M	Buy	1,399,028 +860,332	+160%	+$34.3M	3.34%	5
2017 Q4	$20.6M	Sell	538,696 -264,612	-33%	-$9.89M	2.15%	9
2017 Q3	$28.8M	Sell	803,308 -272,772	-25%	-$9.61M	4.68%	3
2017 Q2	$36.8M	Buy	+1,076,080	New	+$36.5M	5.28%	1
2017 Q1	–	Sell	-837,692	Closed	-$25.5M	–	307
2016 Q4	$25.5M	Sell	837,692 -7,512	-0.9%	-$227K	4.14%	3
2016 Q3	$25.7M	Sell	845,204 -46,796	-5%	-$1.42M	3.66%	4
2016 Q2	$26M	Buy	892,000 +833,748	+1,431%	+$24.2M	4.9%	3
2016 Q1	$1.69M	Buy	+58,252	New	+$1.6M	0.54%	53
2015 Q4	–	Sell	-365,456	Closed	-$9.85M	–	125
2015 Q3	$9.85M	Buy	365,456 +237,996	+187%	+$6.76M	3.78%	2
2015 Q2	$3.63M	Buy	+127,460	New	+$3.69M	1.78%	16
2015 Q1	–	Sell	-9,876	Closed	-$276K	–	123
2014 Q4	$276K	Buy	+9,876	New	+$270K	0.13%	126

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares S&P 500 Growth ETF (IVW) stake by 10% in Q3 2022, selling an estimated $815K and leaving 106,951 shares worth $6.19M. The position accounts for 0.27% of the portfolio, ranked #87.

Mariner Independent Advisor Network first reported a position in IVW in Q4 2014 and has held it in 29 quarters since. The position peaked at $54.2M in Q1 2018. 1,193 funds tracked by Wall St. Rank hold IVW as of Q3 2022.

Mariner Independent Advisor Network held 106,951 shares of iShares S&P 500 Growth ETF worth $6.19M as of Q3 2022.
Mariner Independent Advisor Network sold 12,547 iShares S&P 500 Growth ETF shares in Q3 2022, an estimated $815K.
iShares S&P 500 Growth ETF made up 0.27% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #87 holding.
Mariner Independent Advisor Network first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 29 quarters since.
Mariner Independent Advisor Network's iShares S&P 500 Growth ETF position peaked at $54.2M in Q1 2018.
1,193 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2022.

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