MIAN
Mariner Independent Advisor Network’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.13M | Sell |
18,163
-9,979
| -35% | -$620K | 0.05% | 344 |
|
|
2022
Q2 | $1.87M | Sell |
28,142
-31,896
| -53% | -$2.12M | 0.08% | 265 |
|
|
2022
Q1 | $4.7M | Buy |
60,038
+23,709
| +65% | +$1.85M | 0.18% | 132 |
|
|
2021
Q4 | $3.01M | Buy |
36,329
+7,383
| +26% | +$611K | 0.14% | 169 |
|
|
2021
Q3 | $2.26M | Buy |
28,946
+3,108
| +12% | +$243K | 0.11% | 209 |
|
|
2021
Q2 | $2.05M | Buy |
25,838
+2,747
| +12% | +$218K | 0.09% | 232 |
|
|
2021
Q1 | $1.71M | Sell |
23,091
-304
| -1% | -$22.5K | 0.09% | 232 |
|
|
2020
Q4 | $1.6M | Buy |
23,395
+6,353
| +37% | +$436K | 0.09% | 237 |
|
|
2020
Q3 | $978K | Sell |
17,042
-171
| -1% | -$9.81K | 0.08% | 216 |
|
|
2020
Q2 | $926K | Sell |
17,213
-7,854
| -31% | -$423K | 0.09% | 216 |
|
|
2020
Q1 | $1.04M | Sell |
25,067
-3,448
| -12% | -$143K | 0.09% | 206 |
|
|
2019
Q4 | $1.7M | Sell |
28,515
-571
| -2% | -$34.1K | 0.12% | 185 |
|
|
2019
Q3 | $1.61M | Sell |
29,086
-53,425
| -65% | -$2.95M | 0.12% | 187 |
|
|
2019
Q2 | $4.63M | Buy |
82,511
+55,200
| +202% | +$3.1M | 0.35% | 75 |
|
|
2019
Q1 | $1.49M | Buy |
27,311
+1,326
| +5% | +$72.1K | 0.13% | 180 |
|
|
2018
Q4 | $1.27M | Buy |
+25,985
| New | +$1.27M | 0.11% | 200 |
|
|
2017
Q4 | – | Sell |
-21,678
| Closed | -$4.27M | – | 294 |
|
|
2017
Q3 | $4.27M | Buy |
+21,678
| New | +$4.27M | 0.69% | 33 |
|
|
2016
Q4 | – | Sell |
-23,637
| Closed | -$4.12M | – | 185 |
|
|
2016
Q3 | $4.12M | Sell |
23,637
-2,192
| -8% | -$382K | 0.59% | 49 |
|
|
2016
Q2 | $4.34M | Buy |
+25,829
| New | +$4.34M | 0.82% | 33 |
|
|
2015
Q4 | – | Sell |
-10,481
| Closed | -$1.63M | – | 131 |
|
|
2015
Q3 | $1.63M | Buy |
+10,481
| New | +$1.63M | 0.62% | 46 |
|