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

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

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Mariner Independent Advisor Network's IWB Position: Q1 2020 in Review

Mariner Independent Advisor Network sold out of iShares Russell 1000 ETF (IWB) in Q1 2020, closing a stake of 13,817 shares — an estimated $2.47M sold.

Mariner Independent Advisor Network first reported a position in IWB in Q2 2014 and held it in 15 quarters. The position peaked at $3.49M in Q3 2017. 773 funds tracked by Wall St. Rank hold IWB as of Q1 2020.

  • Mariner Independent Advisor Network reported no remaining iShares Russell 1000 ETF position as of Q1 2020 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 13,817 iShares Russell 1000 ETF shares in Q1 2020, an estimated $2.47M.
  • Mariner Independent Advisor Network first reported a position in iShares Russell 1000 ETF in Q2 2014 and held it in 15 quarters.
  • Mariner Independent Advisor Network's iShares Russell 1000 ETF position peaked at $3.49M in Q3 2017.
  • 773 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2020, filed 5 May 2020.