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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-10,864	Closed	-$951K	–	374
2019 Q1	$951K	Buy	10,864 +121	+1%	+$10.2K	0.08%	235
2018 Q4	$858K	Sell	10,743 -759	-7%	-$63.5K	0.08%	242
2018 Q3	$1.04M	Buy	+11,502	New	+$1.04M	0.13%	145
2018 Q2	–	Sell	-11,155	Closed	-$964K	–	237
2018 Q1	$964K	Sell	11,155 -508	-4%	-$45K	0.06%	218
2017 Q4	$1.04M	Sell	11,663 -29,682	-72%	-$2.58M	0.11%	175
2017 Q3	$3.51M	Buy	+41,345	New	+$3.46M	0.57%	40
2017 Q2	–	Sell	-11,518	Closed	-$956K	–	262
2017 Q1	$956K	Buy	+11,518	New	+$952K	0.12%	107
2016 Q4	–	Sell	-53,371	Closed	-$4.1M	–	186
2016 Q3	$4.1M	Sell	53,371 -4,956	-8%	-$378K	0.58%	51
2016 Q2	$4.33M	Buy	+58,327	New	+$4.23M	0.82%	34
2015 Q4	–	Sell	-20,953	Closed	-$1.41M	–	132
2015 Q3	$1.41M	Buy	+20,953	New	+$1.49M	0.54%	52

Other funds holding IWS

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

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mariner Independent Advisor Network's IWS Position: Q2 2019 in Review

Mariner Independent Advisor Network sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2019, closing a stake of 10,864 shares — an estimated $951K sold.

Mariner Independent Advisor Network first reported a position in IWS in Q3 2015 and held it in 10 quarters. The position peaked at $4.33M in Q2 2016. 542 funds tracked by Wall St. Rank hold IWS as of Q2 2019.

Mariner Independent Advisor Network reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
Mariner Independent Advisor Network sold 10,864 iShares Russell Mid-Cap Value ETF shares in Q2 2019, an estimated $951K.
Mariner Independent Advisor Network first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2015 and held it in 10 quarters.
Mariner Independent Advisor Network's iShares Russell Mid-Cap Value ETF position peaked at $4.33M in Q2 2016.
542 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2019, filed 13 Aug 2019.