MIAN
Mariner Independent Advisor Network’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17,560
| Closed | -$3.19M | – | 330 |
|
|
2020
Q2 | $3.19M | Buy |
+17,560
| New | +$3.19M | 0.29% | 86 |
|
|
2017
Q4 | – | Sell |
-21,658
| Closed | -$3.23M | – | 295 |
|
|
2017
Q3 | $3.23M | Buy |
21,658
+7,272
| +51% | +$1.09M | 0.53% | 48 |
|
|
2017
Q2 | $2.07M | Buy |
+14,386
| New | +$2.07M | 0.3% | 93 |
|