Mariner Independent Advisor Network’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-17,905	Closed	-$2.33M	–	566
2022 Q1	$2.33M	Buy	+17,905	New	+$2.3M	0.09%	229
2017 Q2	–	Sell	-3,754	Closed	-$318K	–	261
2017 Q1	$318K	Buy	+3,754	New	+$319K	0.04%	198

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

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

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Mariner Independent Advisor Network's IWC Position: Q2 2022 in Review

Mariner Independent Advisor Network sold out of iShares Micro-Cap ETF (IWC) in Q2 2022, closing a stake of 17,905 shares — an estimated $2.33M sold.

Mariner Independent Advisor Network first reported a position in IWC in Q1 2017 and held it in 2 quarters. The position peaked at $2.33M in Q1 2022. 204 funds tracked by Wall St. Rank hold IWC as of Q2 2022.

Mariner Independent Advisor Network reported no remaining iShares Micro-Cap ETF position as of Q2 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 17,905 iShares Micro-Cap ETF shares in Q2 2022, an estimated $2.33M.
Mariner Independent Advisor Network first reported a position in iShares Micro-Cap ETF in Q1 2017 and held it in 2 quarters.
Mariner Independent Advisor Network's iShares Micro-Cap ETF position peaked at $2.33M in Q1 2022.
204 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2022, filed 12 Aug 2022.