Mariner Independent Advisor Network’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,817
| Closed | -$2.47M | – | 382 |
|
|
2019
Q4 | $2.47M | Buy |
13,817
+1,374
| +11% | +$245K | 0.18% | 126 |
|
|
2019
Q3 | $2.03M | Buy |
12,443
+1,827
| +17% | +$298K | 0.15% | 149 |
|
|
2019
Q2 | $1.74M | Buy |
+10,616
| New | +$1.74M | 0.13% | 168 |
|
|
2018
Q1 | – | Sell |
-11,312
| Closed | -$1.68M | – | 335 |
|
|
2017
Q4 | $1.68M | Sell |
11,312
-13,620
| -55% | -$2.02M | 0.18% | 135 |
|
|
2017
Q3 | $3.49M | Buy |
24,932
+3,029
| +14% | +$424K | 0.57% | 41 |
|
|
2017
Q2 | $2.96M | Buy |
21,903
+19,893
| +990% | +$2.69M | 0.42% | 70 |
|
|
2017
Q1 | $264K | Buy |
+2,010
| New | +$264K | 0.03% | 219 |
|
|
2016
Q4 | – | Sell |
-25,030
| Closed | -$3.02M | – | 182 |
|
|
2016
Q3 | $3.02M | Buy |
+25,030
| New | +$3.02M | 0.43% | 66 |
|
|
2016
Q2 | – | Sell |
-16,576
| Closed | -$1.89M | – | 152 |
|
|
2016
Q1 | $1.89M | Buy |
+16,576
| New | +$1.89M | 0.6% | 51 |
|
|
2015
Q4 | – | Sell |
-17,201
| Closed | -$1.84M | – | 126 |
|
|
2015
Q3 | $1.84M | Buy |
17,201
+1,376
| +9% | +$147K | 0.71% | 41 |
|
|
2015
Q2 | $1.84M | Buy |
15,825
+1,435
| +10% | +$167K | 0.9% | 34 |
|
|
2015
Q1 | $1.67M | Sell |
14,390
-721
| -5% | -$83.5K | 0.93% | 33 |
|
|
2014
Q4 | $1.73M | Buy |
15,111
+438
| +3% | +$50.2K | 0.8% | 29 |
|
|
2014
Q3 | $1.61M | Buy |
14,673
+6,321
| +76% | +$694K | 0.84% | 26 |
|
|
2014
Q2 | $920K | Buy |
+8,352
| New | +$920K | 0.45% | 47 |
|