Mariner Independent Advisor Network’s iShares Russell 1000 ETF IWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-13,817	Closed	-$2.47M	–	382
2019 Q4	$2.47M	Buy	13,817 +1,374	+11%	+$234K	0.18%	126
2019 Q3	$2.03M	Buy	12,443 +1,827	+17%	+$300K	0.15%	149
2019 Q2	$1.74M	Buy	+10,616	New	+$1.7M	0.13%	168
2018 Q1	–	Sell	-11,312	Closed	-$1.68M	–	335
2017 Q4	$1.68M	Sell	11,312 -13,620	-55%	-$1.97M	0.18%	135
2017 Q3	$3.49M	Buy	24,932 +3,029	+14%	+$416K	0.57%	41
2017 Q2	$2.96M	Buy	21,903 +19,893	+990%	+$2.66M	0.42%	70
2017 Q1	$264K	Buy	+2,010	New	+$260K	0.03%	219
2016 Q4	–	Sell	-25,030	Closed	-$3.02M	–	182
2016 Q3	$3.02M	Buy	+25,030	New	+$3.01M	0.43%	66
2016 Q2	–	Sell	-16,576	Closed	-$1.89M	–	152
2016 Q1	$1.89M	Buy	+16,576	New	+$1.79M	0.6%	51
2015 Q4	–	Sell	-17,201	Closed	-$1.84M	–	126
2015 Q3	$1.84M	Buy	17,201 +1,376	+9%	+$156K	0.71%	41
2015 Q2	$1.84M	Buy	15,825 +1,435	+10%	+$169K	0.9%	34
2015 Q1	$1.67M	Sell	14,390 -721	-5%	-$83.3K	0.93%	33
2014 Q4	$1.73M	Buy	15,111 +438	+3%	+$49.1K	0.8%	29
2014 Q3	$1.61M	Buy	14,673 +6,321	+76%	+$699K	0.84%	26
2014 Q2	$920K	Buy	+8,352	New	+$889K	0.45%	47