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Mariner Independent Advisor Network’s iShares Russell 3000 ETF IWV Stock Holding History

Mariner Independent Advisor Network’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-17,560
Closed -$3.19M – 330
2020
Q2 		$3.19M Buy
+17,560
New +$2.98M 0.29% 86
2017
Q4 		– Sell
-21,658
Closed -$3.23M – 295
2017
Q3 		$3.23M Buy
21,658
+7,272
+51% +$1.06M 0.53% 48
2017
Q2 		$2.07M Buy
+14,386
New +$2.04M 0.3% 93

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Independent Advisor Network's IWV Position: Q3 2020 in Review

Mariner Independent Advisor Network sold out of iShares Russell 3000 ETF (IWV) in Q3 2020, closing a stake of 17,560 shares — an estimated $3.19M sold.

Mariner Independent Advisor Network first reported a position in IWV in Q2 2017 and held it in 3 quarters. The position peaked at $3.23M in Q3 2017. 517 funds tracked by Wall St. Rank hold IWV as of Q3 2020.

  • Mariner Independent Advisor Network reported no remaining iShares Russell 3000 ETF position as of Q3 2020 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 17,560 iShares Russell 3000 ETF shares in Q3 2020, an estimated $3.19M.
  • Mariner Independent Advisor Network first reported a position in iShares Russell 3000 ETF in Q2 2017 and held it in 3 quarters.
  • Mariner Independent Advisor Network's iShares Russell 3000 ETF position peaked at $3.23M in Q3 2017.
  • 517 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2020, filed 30 Nov 2020.