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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-11,416	Closed	-$1.69M	–	346
2020 Q1	$1.69M	Buy	+11,416	New	+$2.27M	0.15%	155
2017 Q4	–	Sell	-21,049	Closed	-$3.77M	–	293
2017 Q3	$3.77M	Buy	+21,049	New	+$3.58M	0.61%	37
2016 Q4	–	Sell	-26,331	Closed	-$3.92M	–	184
2016 Q3	$3.92M	Sell	26,331 -1,882	-7%	-$274K	0.56%	55
2016 Q2	$3.87M	Buy	+28,213	New	+$3.81M	0.73%	42
2015 Q4	–	Sell	-10,108	Closed	-$1.35M	–	130
2015 Q3	$1.35M	Buy	+10,108	New	+$1.5M	0.52%	57

Other funds holding IWO

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

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Mariner Independent Advisor Network's IWO Position: Q2 2020 in Review

Mariner Independent Advisor Network sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2020, closing a stake of 11,416 shares — an estimated $1.69M sold.

Mariner Independent Advisor Network first reported a position in IWO in Q3 2015 and held it in 5 quarters. The position peaked at $3.92M in Q3 2016. 660 funds tracked by Wall St. Rank hold IWO as of Q2 2020.

Mariner Independent Advisor Network reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 11,416 iShares Russell 2000 Growth ETF shares in Q2 2020, an estimated $1.69M.
Mariner Independent Advisor Network first reported a position in iShares Russell 2000 Growth ETF in Q3 2015 and held it in 5 quarters.
Mariner Independent Advisor Network's iShares Russell 2000 Growth ETF position peaked at $3.92M in Q3 2016.
660 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2020, filed 3 Aug 2020.