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

Mariner Independent Advisor Network’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$16.3M Buy
310,676
+45,544
+17% +$2.68M 0.7% 29
2022
Q2 		$14.8M Buy
265,132
+7,100
+3% +$426K 0.62% 29
2022
Q1 		$17.9M Buy
258,032
+86,040
+50% +$5.87M 0.69% 28
2021
Q4 		$13.2M Sell
171,992
-58,764
-25% -$4.36M 0.62% 30
2021
Q3 		$15.8M Sell
230,756
-324
-0.1% -$22.9K 0.77% 19
2021
Q2 		$15.7M Sell
231,080
-55,640
-19% -$3.59M 0.71% 24
2021
Q1 		$17.4M Sell
286,720
-36,512
-11% -$2.22M 0.91% 20
2020
Q4 		$19.5M Buy
+323,232
New +$18.4M 1.04% 16
2020
Q3 		– Sell
-265,976
Closed -$13M – 328
2020
Q2 		$13M Sell
265,976
-112,016
-30% -$4.94M 1.19% 14
2020
Q1 		$13.8M Sell
377,992
-252
-0.1% -$10.9K 1.24% 14
2019
Q4 		$16.7M Buy
378,244
+17,908
+5% +$748K 1.2% 15
2019
Q3 		$14.3M Buy
360,336
+2,632
+0.7% +$106K 1.08% 16
2019
Q2 		$14.2M Sell
357,704
-159,424
-31% -$6.17M 1.07% 17
2019
Q1 		$19.7M Sell
517,128
-125,584
-20% -$4.51M 1.67% 10
2018
Q4 		$21.7M Sell
642,712
-14,688
-2% -$518K 1.93% 10
2018
Q3 		$25.6M Buy
657,400
+505,368
+332% +$19.1M 3.21% 5
2018
Q2 		$5.46M Sell
152,032
-561,268
-79% -$19.8M 0.97% 26
2018
Q1 		$24.3M Buy
713,300
+385,824
+118% +$13.5M 1.49% 14
2017
Q4 		$11M Sell
327,476
-116,788
-26% -$3.83M 1.15% 23
2017
Q3 		$13.9M Buy
444,264
+276,040
+164% +$8.45M 2.26% 12
2017
Q2 		$5M Buy
168,224
+148,628
+758% +$4.36M 0.72% 38
2017
Q1 		$558K Sell
19,596
-200,844
-91% -$5.57M 0.07% 147
2016
Q4 		$5.78M Sell
220,440
-68,360
-24% -$1.77M 0.94% 34
2016
Q3 		$7.52M Sell
288,800
-23,264
-7% -$605K 1.07% 25
2016
Q2 		$7.83M Buy
312,064
+53,388
+21% +$1.33M 1.48% 16
2016
Q1 		$6.45M Buy
+258,676
New +$6.11M 2.06% 15
2015
Q3 		– Sell
-238,124
Closed -$5.89M – 132
2015
Q2 		$5.89M Sell
238,124
-9,708
-4% -$244K 2.88% 7
2015
Q1 		$6.13M Sell
247,832
-27,176
-10% -$664K 3.42% 7
2014
Q4 		$6.58M Sell
275,008
-6,100
-2% -$143K 3.05% 8
2014
Q3 		$6.44M Buy
281,108
+49,912
+22% +$1.14M 3.36% 9
2014
Q2 		$5.26M Buy
+231,196
New +$5.07M 2.59% 11

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mariner Independent Advisor Network's IWF Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its iShares Russell 1000 Growth ETF (IWF) stake by 17% in Q3 2022, buying an estimated $2.68M and bringing the position to 310,676 shares worth $16.3M. The position accounts for 0.7% of the portfolio, ranked #29.

Mariner Independent Advisor Network first reported a position in IWF in Q2 2014 and has held it in 31 quarters since. The position peaked at $25.6M in Q3 2018. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

  • Mariner Independent Advisor Network held 310,676 shares of iShares Russell 1000 Growth ETF worth $16.3M as of Q3 2022.
  • Mariner Independent Advisor Network bought 45,544 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $2.68M.
  • iShares Russell 1000 Growth ETF made up 0.7% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #29 holding.
  • Mariner Independent Advisor Network first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and has held it in 31 quarters since.
  • Mariner Independent Advisor Network's iShares Russell 1000 Growth ETF position peaked at $25.6M in Q3 2018.
  • 1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.