Mariner Independent Advisor Network’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.46M	Sell	18,565 -224	-1%	-$19.3K	0.06%	308
2022 Q2	$1.55M	Buy	18,789 +5,796	+45%	+$505K	0.07%	299
2022 Q1	$1.31M	Buy	+12,993	New	+$1.29M	0.05%	323
2021 Q4	–	Sell	-17,388	Closed	-$1.95M	–	484
2021 Q3	$1.95M	Buy	17,388 +779	+5%	+$89.6K	0.1%	229
2021 Q2	$1.88M	Buy	16,609 +2,149	+15%	+$230K	0.09%	245
2021 Q1	$1.48M	Buy	14,460 +3,597	+33%	+$376K	0.08%	256
2020 Q4	$1.11M	Buy	+10,863	New	+$1.03M	0.06%	275

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.2% in Q3 2022, selling an estimated $19.3K and leaving 18,565 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #308.

Mariner Independent Advisor Network first reported a position in IWP in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.95M in Q3 2021. 812 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

Mariner Independent Advisor Network held 18,565 shares of iShares Russell Mid-Cap Growth ETF worth $1.46M as of Q3 2022.
Mariner Independent Advisor Network sold 224 iShares Russell Mid-Cap Growth ETF shares in Q3 2022, an estimated $19.3K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #308 holding.
Mariner Independent Advisor Network first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 7 quarters since.
Mariner Independent Advisor Network's iShares Russell Mid-Cap Growth ETF position peaked at $1.95M in Q3 2021.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

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