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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.13M	Sell	18,163 -9,979	-35%	-$686K	0.05%	344
2022 Q2	$1.87M	Sell	28,142 -31,896	-53%	-$2.27M	0.08%	265
2022 Q1	$4.7M	Buy	60,038 +23,709	+65%	+$1.82M	0.18%	132
2021 Q4	$3.01M	Buy	36,329 +7,383	+26%	+$606K	0.14%	169
2021 Q3	$2.26M	Buy	28,946 +3,108	+12%	+$249K	0.11%	209
2021 Q2	$2.05M	Buy	25,838 +2,747	+12%	+$213K	0.09%	232
2021 Q1	$1.71M	Sell	23,091 -304	-1%	-$22K	0.09%	232
2020 Q4	$1.6M	Buy	23,395 +6,353	+37%	+$405K	0.09%	237
2020 Q3	$978K	Sell	17,042 -171	-1%	-$9.73K	0.08%	216
2020 Q2	$926K	Sell	17,213 -7,854	-31%	-$394K	0.09%	216
2020 Q1	$1.04M	Sell	25,067 -3,448	-12%	-$190K	0.09%	206
2019 Q4	$1.7M	Sell	28,515 -571	-2%	-$32.8K	0.12%	185
2019 Q3	$1.61M	Sell	29,086 -53,425	-65%	-$2.99M	0.12%	187
2019 Q2	$4.63M	Buy	82,511 +55,200	+202%	+$3.03M	0.35%	75
2019 Q1	$1.49M	Buy	27,311 +1,326	+5%	+$68.7K	0.13%	180
2018 Q4	$1.27M	Buy	+25,985	New	+$1.31M	0.11%	200
2017 Q4	–	Sell	-86,712	Closed	-$4.27M	–	294
2017 Q3	$4.27M	Buy	+86,712	New	+$4.19M	0.69%	33
2016 Q4	–	Sell	-94,548	Closed	-$4.12M	–	185
2016 Q3	$4.12M	Sell	94,548 -8,768	-8%	-$380K	0.59%	49
2016 Q2	$4.34M	Buy	+103,316	New	+$4.27M	0.82%	33
2015 Q4	–	Sell	-41,924	Closed	-$1.63M	–	131
2015 Q3	$1.63M	Buy	+41,924	New	+$1.74M	0.62%	46

Other funds holding IWR

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Mariner Independent Advisor Network reduced its iShares Russell Mid-Cap ETF (IWR) stake by 35% in Q3 2022, selling an estimated $686K and leaving 18,163 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #344.

Mariner Independent Advisor Network first reported a position in IWR in Q3 2015 and has held it in 20 quarters since. The position peaked at $4.7M in Q1 2022. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

Mariner Independent Advisor Network held 18,163 shares of iShares Russell Mid-Cap ETF worth $1.13M as of Q3 2022.
Mariner Independent Advisor Network sold 9,979 iShares Russell Mid-Cap ETF shares in Q3 2022, an estimated $686K.
iShares Russell Mid-Cap ETF made up 0.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #344 holding.
Mariner Independent Advisor Network first reported a position in iShares Russell Mid-Cap ETF in Q3 2015 and has held it in 20 quarters since.
Mariner Independent Advisor Network's iShares Russell Mid-Cap ETF position peaked at $4.7M in Q1 2022.
1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

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