Mariner Independent Advisor Network’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.17M | Sell |
45,343
-9,980
| -18% | -$1.5M | 0.27% | 89 |
|
|
2022
Q2 | $8.09M | Buy |
55,323
+1,184
| +2% | +$185K | 0.34% | 71 |
|
|
2022
Q1 | $8.98M | Buy |
54,139
+8,205
| +18% | +$1.35M | 0.35% | 73 |
|
|
2021
Q4 | $7.73M | Sell |
45,934
-3,577
| -7% | -$586K | 0.36% | 66 |
|
|
2021
Q3 | $7.75M | Sell |
49,511
-800
| -2% | -$128K | 0.38% | 61 |
|
|
2021
Q2 | $7.98M | Sell |
50,311
-9,541
| -16% | -$1.51M | 0.36% | 61 |
|
|
2021
Q1 | $9.07M | Sell |
59,852
-1,821
| -3% | -$263K | 0.47% | 47 |
|
|
2020
Q4 | $8.43M | Buy |
+61,673
| New | +$7.91M | 0.45% | 43 |
|
|
2020
Q3 | – | Sell |
-51,584
| Closed | -$5.81M | – | 327 |
|
|
2020
Q2 | $5.81M | Sell |
51,584
-54,084
| -51% | -$5.95M | 0.54% | 42 |
|
|
2020
Q1 | $10.1M | Sell |
105,668
-3,612
| -3% | -$450K | 0.91% | 21 |
|
|
2019
Q4 | $14.9M | Buy |
109,280
+2,818
| +3% | +$371K | 1.08% | 20 |
|
|
2019
Q3 | $13.5M | Sell |
106,462
-4,174
| -4% | -$530K | 1.02% | 20 |
|
|
2019
Q2 | $14.1M | Sell |
110,636
-48,016
| -30% | -$6.01M | 1.06% | 18 |
|
|
2019
Q1 | $19.8M | Sell |
158,652
-45,880
| -22% | -$5.51M | 1.67% | 9 |
|
|
2018
Q4 | $23.4M | Sell |
204,532
-3,595
| -2% | -$431K | 2.08% | 9 |
|
|
2018
Q3 | $26.4M | Buy |
208,127
+166,317
| +398% | +$20.9M | 3.3% | 3 |
|
|
2018
Q2 | $5.07M | Sell |
41,810
-329,673
| -89% | -$40.1M | 0.9% | 29 |
|
|
2018
Q1 | $44.6M | Buy |
371,483
+216,488
| +140% | +$27M | 2.74% | 7 |
|
|
2017
Q4 | $19.3M | Sell |
154,995
-80,505
| -34% | -$9.76M | 2.02% | 11 |
|
|
2017
Q3 | $27.9M | Buy |
235,500
+190,083
| +419% | +$22.1M | 4.54% | 4 |
|
|
2017
Q2 | $5.29M | Buy |
45,417
+29,749
| +190% | +$3.42M | 0.76% | 36 |
|
|
2017
Q1 | $1.8M | Sell |
15,668
-266,921
| -94% | -$30.6M | 0.22% | 69 |
|
|
2016
Q4 | $31.7M | Buy |
282,589
+3,002
| +1% | +$325K | 5.14% | 2 |
|
|
2016
Q3 | $29.5M | Sell |
279,587
-25,709
| -8% | -$2.71M | 4.21% | 3 |
|
|
2016
Q2 | $31.5M | Buy |
305,296
+238,274
| +356% | +$24.1M | 5.94% | 1 |
|
|
2016
Q1 | $6.62M | Buy |
+67,022
| New | +$6.28M | 2.11% | 13 |
|
|
2015
Q4 | – | Sell |
-150,087
| Closed | -$14M | – | 127 |
|
|
2015
Q3 | $14M | Buy |
150,087
+60,834
| +68% | +$6.04M | 5.37% | 1 |
|
|
2015
Q2 | $9.21M | Buy |
89,253
+17,501
| +24% | +$1.84M | 4.5% | 3 |
|
|
2015
Q1 | $7.4M | Sell |
71,752
-7,001
| -9% | -$726K | 4.13% | 5 |
|
|
2014
Q4 | $8.22M | Sell |
78,753
-738
| -0.9% | -$75.3K | 3.81% | 5 |
|
|
2014
Q3 | $7.96M | Buy |
79,491
+8,861
| +13% | +$897K | 4.16% | 5 |
|
|
2014
Q2 | $7.15M | Buy |
+70,630
| New | +$6.93M | 3.52% | 8 |
|
Other funds holding IWD
SF
Mariner Independent Advisor Network's IWD Position: Q3 2022 in Review
Mariner Independent Advisor Network reduced its iShares Russell 1000 Value ETF (IWD) stake by 18% in Q3 2022, selling an estimated $1.5M and leaving 45,343 shares worth $6.17M. The position accounts for 0.27% of the portfolio, ranked #89.
Mariner Independent Advisor Network first reported a position in IWD in Q2 2014 and has held it in 32 quarters since. The position peaked at $44.6M in Q1 2018. 1,319 funds tracked by Wall St. Rank hold IWD as of Q3 2022.
- Mariner Independent Advisor Network held 45,343 shares of iShares Russell 1000 Value ETF worth $6.17M as of Q3 2022.
- Mariner Independent Advisor Network sold 9,980 iShares Russell 1000 Value ETF shares in Q3 2022, an estimated $1.5M.
- iShares Russell 1000 Value ETF made up 0.27% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #89 holding.
- Mariner Independent Advisor Network first reported a position in iShares Russell 1000 Value ETF in Q2 2014 and has held it in 32 quarters since.
- Mariner Independent Advisor Network's iShares Russell 1000 Value ETF position peaked at $44.6M in Q1 2018.
- 1,319 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2022.
Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.