MIAN
Mariner Independent Advisor Network’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.46M | Sell |
20,987
-6,689
| -24% | -$1.1M | 0.15% | 154 |
|
|
2022
Q2 | $4.81M | Sell |
27,676
-6,452
| -19% | -$1.12M | 0.2% | 124 |
|
|
2022
Q1 | $7.01M | Buy |
34,128
+520
| +2% | +$107K | 0.27% | 94 |
|
|
2021
Q4 | $7.56M | Sell |
33,608
-17,716
| -35% | -$3.99M | 0.35% | 69 |
|
|
2021
Q3 | $11.2M | Buy |
51,324
+7,416
| +17% | +$1.62M | 0.55% | 38 |
|
|
2021
Q2 | $10.1M | Sell |
43,908
-7,606
| -15% | -$1.74M | 0.46% | 41 |
|
|
2021
Q1 | $11.4M | Buy |
51,514
+20,545
| +66% | +$4.54M | 0.59% | 32 |
|
|
2020
Q4 | $6.07M | Buy |
+30,969
| New | +$6.07M | 0.32% | 70 |
|
|
2020
Q3 | – | Sell |
-20,621
| Closed | -$2.94M | – | 329 |
|
|
2020
Q2 | $2.94M | Sell |
20,621
-8,752
| -30% | -$1.25M | 0.27% | 97 |
|
|
2020
Q1 | $3.2M | Sell |
29,373
-4,500
| -13% | -$490K | 0.29% | 92 |
|
|
2019
Q4 | $5.61M | Sell |
33,873
-4,125
| -11% | -$684K | 0.4% | 61 |
|
|
2019
Q3 | $5.67M | Buy |
37,998
+44
| +0.1% | +$6.56K | 0.43% | 59 |
|
|
2019
Q2 | $5.91M | Sell |
37,954
-2,133
| -5% | -$332K | 0.45% | 53 |
|
|
2019
Q1 | $6.18M | Sell |
40,087
-2,953
| -7% | -$456K | 0.52% | 43 |
|
|
2018
Q4 | $6.11M | Sell |
43,040
-4,149
| -9% | -$589K | 0.54% | 43 |
|
|
2018
Q3 | $7.95M | Buy |
+47,189
| New | +$7.95M | 0.99% | 22 |
|
|
2018
Q2 | – | Sell |
-71,796
| Closed | -$10.9M | – | 236 |
|
|
2018
Q1 | $10.9M | Buy |
71,796
+42,887
| +148% | +$6.51M | 0.67% | 35 |
|
|
2017
Q4 | $4.41M | Sell |
28,909
-12,696
| -31% | -$1.94M | 0.46% | 51 |
|
|
2017
Q3 | $6.17M | Buy |
+41,605
| New | +$6.17M | 1% | 25 |
|
|
2016
Q4 | – | Sell |
-21,058
| Closed | -$2.62M | – | 183 |
|
|
2016
Q3 | $2.62M | Buy |
21,058
+4,674
| +29% | +$581K | 0.37% | 70 |
|
|
2016
Q2 | $1.88M | Sell |
16,384
-6,659
| -29% | -$766K | 0.36% | 72 |
|
|
2016
Q1 | $2.55M | Buy |
+23,043
| New | +$2.55M | 0.81% | 40 |
|
|
2015
Q4 | – | Sell |
-75,242
| Closed | -$7.2M | – | 128 |
|
|
2015
Q3 | $7.2M | Buy |
75,242
+57,651
| +328% | +$5.52M | 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% | -$424K | 1.12% | 27 |
|
|
2014
Q4 | $2.34M | Buy |
19,559
+987
| +5% | +$118K | 1.08% | 21 |
|
|
2014
Q3 | $2.03M | Sell |
18,572
-4,033
| -18% | -$441K | 1.06% | 22 |
|
|
2014
Q2 | $2.69M | Buy |
+22,605
| New | +$2.69M | 1.32% | 23 |
|