Mariner Independent Advisor Network’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$815K	Sell	12,067 -720	-6%	-$53K	0.04%	409
2022 Q2	$895K	Sell	12,787 -670	-5%	-$51.1K	0.04%	389
2022 Q1	$1.14M	Buy	13,457 +712	+6%	+$61.3K	0.04%	345
2021 Q4	$1.1M	Buy	12,745 +1,568	+14%	+$137K	0.05%	317
2021 Q3	$922K	Buy	11,177 +225	+2%	+$18.7K	0.05%	341
2021 Q2	$888K	Buy	+10,952	New	+$880K	0.04%	354

Other funds holding IYF

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares US Financials ETF (IYF) stake by 5.6% in Q3 2022, selling an estimated $53K and leaving 12,067 shares worth $815K. The position accounts for 0.04% of the portfolio, ranked #409.

Mariner Independent Advisor Network first reported a position in IYF in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.14M in Q1 2022. 294 funds tracked by Wall St. Rank hold IYF as of Q3 2022.

Mariner Independent Advisor Network held 12,067 shares of iShares US Financials ETF worth $815K as of Q3 2022.
Mariner Independent Advisor Network sold 720 iShares US Financials ETF shares in Q3 2022, an estimated $53K.
iShares US Financials ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #409 holding.
Mariner Independent Advisor Network first reported a position in iShares US Financials ETF in Q2 2021 and has held it in 6 quarters since.
Mariner Independent Advisor Network's iShares US Financials ETF position peaked at $1.14M in Q1 2022.
294 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2022.

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