Mariner Independent Advisor Network’s iShares Russell Top 200 ETF IWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.03M	Buy	12,182 +296	+2%	+$28K	0.04%	356
2022 Q2	$1.1M	Sell	11,886 -606	-5%	-$59K	0.05%	350
2022 Q1	$1.35M	Sell	12,492 -33	-0.3%	-$3.52K	0.05%	320
2021 Q4	$1.44M	Buy	12,525 +85	+0.7%	+$9.37K	0.07%	280
2021 Q3	$1.28M	Buy	12,440 +273	+2%	+$29K	0.06%	294
2021 Q2	$1.25M	Buy	12,167 +1,289	+12%	+$129K	0.06%	308
2021 Q1	$1.03M	Buy	+10,878	New	+$1.01M	0.05%	296

Other funds holding IWL

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

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its iShares Russell Top 200 ETF (IWL) stake by 2.5% in Q3 2022, buying an estimated $28K and bringing the position to 12,182 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #356.

Mariner Independent Advisor Network first reported a position in IWL in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2021. 116 funds tracked by Wall St. Rank hold IWL as of Q3 2022.

Mariner Independent Advisor Network held 12,182 shares of iShares Russell Top 200 ETF worth $1.03M as of Q3 2022.
Mariner Independent Advisor Network bought 296 iShares Russell Top 200 ETF shares in Q3 2022, an estimated $28K.
iShares Russell Top 200 ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #356 holding.
Mariner Independent Advisor Network first reported a position in iShares Russell Top 200 ETF in Q1 2021 and has held it in 7 quarters since.
Mariner Independent Advisor Network's iShares Russell Top 200 ETF position peaked at $1.44M in Q4 2021.
116 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2022.

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