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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-28,291	Closed	-$3.51M	–	292
2017 Q3	$3.51M	Buy	+28,291	New	+$3.33M	0.57%	39
2017 Q1	–	Sell	-34,950	Closed	-$4.16M	–	308
2016 Q4	$4.16M	Sell	34,950 -2,644	-7%	-$292K	0.67%	48
2016 Q3	$3.94M	Sell	37,594 -3,123	-8%	-$320K	0.56%	53
2016 Q2	$3.96M	Buy	+40,717	New	+$3.88M	0.75%	41
2015 Q4	–	Sell	-15,240	Closed	-$1.37M	–	129
2015 Q3	$1.37M	Buy	+15,240	New	+$1.46M	0.53%	56

Other funds holding IWN

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mariner Independent Advisor Network's IWN Position: Q4 2017 in Review

Mariner Independent Advisor Network sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2017, closing a stake of 28,291 shares — an estimated $3.51M sold.

Mariner Independent Advisor Network first reported a position in IWN in Q3 2015 and held it in 5 quarters. The position peaked at $4.16M in Q4 2016. 630 funds tracked by Wall St. Rank hold IWN as of Q4 2017.

Mariner Independent Advisor Network reported no remaining iShares Russell 2000 Value ETF position as of Q4 2017 after selling out during the quarter.
Mariner Independent Advisor Network sold 28,291 iShares Russell 2000 Value ETF shares in Q4 2017, an estimated $3.51M.
Mariner Independent Advisor Network first reported a position in iShares Russell 2000 Value ETF in Q3 2015 and held it in 5 quarters.
Mariner Independent Advisor Network's iShares Russell 2000 Value ETF position peaked at $4.16M in Q4 2016.
630 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2017, filed 7 Mar 2018.