MIAN
Mariner Independent Advisor Network’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $16.3M | Buy |
77,669
+11,386
| +17% | +$2.4M | 0.7% | 29 |
|
|
2022
Q2 | $14.8M | Buy |
66,283
+1,775
| +3% | +$395K | 0.62% | 29 |
|
|
2022
Q1 | $17.9M | Buy |
64,508
+21,510
| +50% | +$5.97M | 0.69% | 28 |
|
|
2021
Q4 | $13.2M | Sell |
42,998
-14,691
| -25% | -$4.5M | 0.62% | 30 |
|
|
2021
Q3 | $15.8M | Sell |
57,689
-81
| -0.1% | -$22.2K | 0.77% | 19 |
|
|
2021
Q2 | $15.7M | Sell |
57,770
-13,910
| -19% | -$3.78M | 0.71% | 24 |
|
|
2021
Q1 | $17.4M | Sell |
71,680
-9,128
| -11% | -$2.22M | 0.91% | 20 |
|
|
2020
Q4 | $19.5M | Buy |
+80,808
| New | +$19.5M | 1.04% | 16 |
|
|
2020
Q3 | – | Sell |
-66,494
| Closed | -$13M | – | 328 |
|
|
2020
Q2 | $13M | Sell |
66,494
-28,004
| -30% | -$5.46M | 1.19% | 14 |
|
|
2020
Q1 | $13.8M | Sell |
94,498
-63
| -0.1% | -$9.18K | 1.24% | 14 |
|
|
2019
Q4 | $16.7M | Buy |
94,561
+4,477
| +5% | +$790K | 1.2% | 15 |
|
|
2019
Q3 | $14.3M | Buy |
90,084
+658
| +0.7% | +$104K | 1.08% | 16 |
|
|
2019
Q2 | $14.2M | Sell |
89,426
-39,856
| -31% | -$6.32M | 1.07% | 17 |
|
|
2019
Q1 | $19.7M | Sell |
129,282
-31,396
| -20% | -$4.79M | 1.67% | 10 |
|
|
2018
Q4 | $21.7M | Sell |
160,678
-3,672
| -2% | -$495K | 1.93% | 10 |
|
|
2018
Q3 | $25.6M | Buy |
164,350
+126,342
| +332% | +$19.7M | 3.21% | 5 |
|
|
2018
Q2 | $5.47M | Sell |
38,008
-140,317
| -79% | -$20.2M | 0.97% | 26 |
|
|
2018
Q1 | $24.3M | Buy |
178,325
+96,456
| +118% | +$13.1M | 1.49% | 14 |
|
|
2017
Q4 | $11M | Sell |
81,869
-29,197
| -26% | -$3.93M | 1.15% | 23 |
|
|
2017
Q3 | $13.9M | Buy |
111,066
+69,010
| +164% | +$8.63M | 2.26% | 12 |
|
|
2017
Q2 | $5.01M | Buy |
42,056
+37,157
| +758% | +$4.42M | 0.72% | 38 |
|
|
2017
Q1 | $558K | Sell |
4,899
-50,211
| -91% | -$5.72M | 0.07% | 147 |
|
|
2016
Q4 | $5.78M | Sell |
55,110
-17,090
| -24% | -$1.79M | 0.94% | 34 |
|
|
2016
Q3 | $7.52M | Sell |
72,200
-5,816
| -7% | -$606K | 1.07% | 25 |
|
|
2016
Q2 | $7.83M | Buy |
78,016
+13,347
| +21% | +$1.34M | 1.48% | 16 |
|
|
2016
Q1 | $6.45M | Buy |
+64,669
| New | +$6.45M | 2.06% | 15 |
|
|
2015
Q3 | – | Sell |
-59,531
| Closed | -$5.89M | – | 132 |
|
|
2015
Q2 | $5.89M | Sell |
59,531
-2,427
| -4% | -$240K | 2.88% | 7 |
|
|
2015
Q1 | $6.13M | Sell |
61,958
-6,794
| -10% | -$672K | 3.42% | 7 |
|
|
2014
Q4 | $6.58M | Sell |
68,752
-1,525
| -2% | -$146K | 3.05% | 8 |
|
|
2014
Q3 | $6.44M | Buy |
70,277
+12,478
| +22% | +$1.14M | 3.36% | 9 |
|
|
2014
Q2 | $5.26M | Buy |
+57,799
| New | +$5.26M | 2.59% | 11 |
|