Mariner Independent Advisor Network’s iShares Global Tech ETF IXN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.82M	Buy	43,106 +465	+1%	+$22.6K	0.08%	260
2022 Q2	$1.95M	Sell	42,641 -12,952	-23%	-$654K	0.08%	259
2022 Q1	$3.22M	Sell	55,593 -1,992	-3%	-$115K	0.12%	170
2021 Q4	$3.71M	Buy	57,585 +14,439	+33%	+$887K	0.17%	135
2021 Q3	$3.3M	Buy	+43,146	New	+$2.53M	0.16%	155
2020 Q2	–	Sell	-71,418	Closed	-$2.14M	–	347
2020 Q1	$2.14M	Buy	+71,418	New	+$2.47M	0.19%	125
2019 Q2	–	Sell	-66,276	Closed	-$1.9M	–	375
2019 Q1	$1.9M	Buy	+66,276	New	+$1.76M	0.16%	146

Other funds holding IXN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its iShares Global Tech ETF (IXN) stake by 1.1% in Q3 2022, buying an estimated $22.6K and bringing the position to 43,106 shares worth $1.82M. The position accounts for 0.08% of the portfolio, ranked #260.

Mariner Independent Advisor Network first reported a position in IXN in Q1 2019 and has held it in 7 quarters since. The position peaked at $3.71M in Q4 2021. 374 funds tracked by Wall St. Rank hold IXN as of Q3 2022.

Mariner Independent Advisor Network held 43,106 shares of iShares Global Tech ETF worth $1.82M as of Q3 2022.
Mariner Independent Advisor Network bought 465 iShares Global Tech ETF shares in Q3 2022, an estimated $22.6K.
iShares Global Tech ETF made up 0.08% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #260 holding.
Mariner Independent Advisor Network first reported a position in iShares Global Tech ETF in Q1 2019 and has held it in 7 quarters since.
Mariner Independent Advisor Network's iShares Global Tech ETF position peaked at $3.71M in Q4 2021.
374 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2022.

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