Mariner Independent Advisor Network’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3.46M	Sell	20,987 -6,689	-24%	-$1.22M	0.15%	154
2022 Q2	$4.81M	Sell	27,676 -6,452	-19%	-$1.19M	0.2%	124
2022 Q1	$7.01M	Buy	34,128 +520	+2%	+$106K	0.27%	94
2021 Q4	$7.56M	Sell	33,608 -17,716	-35%	-$4M	0.35%	69
2021 Q3	$11.2M	Buy	51,324 +7,416	+17%	+$1.64M	0.55%	38
2021 Q2	$10.1M	Sell	43,908 -7,606	-15%	-$1.71M	0.46%	41
2021 Q1	$11.4M	Buy	51,514 +20,545	+66%	+$4.49M	0.59%	32
2020 Q4	$6.07M	Buy	+30,969	New	+$5.42M	0.32%	70
2020 Q3	–	Sell	-20,621	Closed	-$2.94M	–	329
2020 Q2	$2.94M	Sell	20,621 -8,752	-30%	-$1.15M	0.27%	97
2020 Q1	$3.2M	Sell	29,373 -4,500	-13%	-$671K	0.29%	92
2019 Q4	$5.61M	Sell	33,873 -4,125	-11%	-$652K	0.4%	61
2019 Q3	$5.67M	Buy	37,998 +44	+0.1%	+$6.72K	0.43%	59
2019 Q2	$5.91M	Sell	37,954 -2,133	-5%	-$329K	0.45%	53
2019 Q1	$6.18M	Sell	40,087 -2,953	-7%	-$444K	0.52%	43
2018 Q4	$6.11M	Sell	43,040 -4,149	-9%	-$619K	0.54%	43
2018 Q3	$7.95M	Buy	+47,189	New	+$7.97M	0.99%	22
2018 Q2	–	Sell	-71,796	Closed	-$10.9M	–	236
2018 Q1	$10.9M	Buy	71,796 +42,887	+148%	+$6.62M	0.67%	35
2017 Q4	$4.41M	Sell	28,909 -12,696	-31%	-$1.91M	0.46%	51
2017 Q3	$6.17M	Buy	+41,605	New	+$5.85M	1%	25
2016 Q4	–	Sell	-21,058	Closed	-$2.62M	–	183
2016 Q3	$2.62M	Buy	21,058 +4,674	+29%	+$568K	0.37%	70
2016 Q2	$1.88M	Sell	16,384 -6,659	-29%	-$751K	0.36%	72
2016 Q1	$2.55M	Buy	+23,043	New	+$2.39M	0.81%	40
2015 Q4	–	Sell	-75,242	Closed	-$7.2M	–	128
2015 Q3	$7.2M	Buy	75,242 +57,651	+328%	+$6.84M	2.76%	9
2015 Q2	$2.2M	Buy	17,591 +1,438	+9%	+$180K	1.07%	28
2015 Q1	$2.01M	Sell	16,153 -3,406	-17%	-$411K	1.12%	27
2014 Q4	$2.34M	Buy	19,559 +987	+5%	+$113K	1.08%	21
2014 Q3	$2.03M	Sell	18,572 -4,033	-18%	-$461K	1.06%	22
2014 Q2	$2.69M	Buy	+22,605	New	+$2.57M	1.32%	23

Other funds holding IWM

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares Russell 2000 ETF (IWM) stake by 24% in Q3 2022, selling an estimated $1.22M and leaving 20,987 shares worth $3.46M. The position accounts for 0.15% of the portfolio, ranked #154.

Mariner Independent Advisor Network first reported a position in IWM in Q2 2014 and has held it in 28 quarters since. The position peaked at $11.4M in Q1 2021. 1,855 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

Mariner Independent Advisor Network held 20,987 shares of iShares Russell 2000 ETF worth $3.46M as of Q3 2022.
Mariner Independent Advisor Network sold 6,689 iShares Russell 2000 ETF shares in Q3 2022, an estimated $1.22M.
iShares Russell 2000 ETF made up 0.15% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #154 holding.
Mariner Independent Advisor Network first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 28 quarters since.
Mariner Independent Advisor Network's iShares Russell 2000 ETF position peaked at $11.4M in Q1 2021.
1,855 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

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