Mariner Independent Advisor Network’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-11,455	Closed	-$1.21M	–	567
2022 Q1	$1.21M	Sell	11,455 -5,187	-31%	-$547K	0.05%	333
2021 Q4	$1.88M	Sell	16,642 -975	-6%	-$108K	0.09%	235
2021 Q3	$1.89M	Buy	17,617 +1,268	+8%	+$142K	0.09%	236
2021 Q2	$1.82M	Buy	16,349 +1,892	+13%	+$209K	0.08%	254
2021 Q1	$1.53M	Buy	+14,457	New	+$1.45M	0.08%	248
2017 Q2	–	Sell	-179,566	Closed	-$11.3M	–	264
2017 Q1	$11.3M	Buy	+179,566	New	+$11.2M	1.38%	17

Other funds holding IYJ

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Mariner Independent Advisor Network's IYJ Position: Q2 2022 in Review

Mariner Independent Advisor Network sold out of iShares US Industrials ETF (IYJ) in Q2 2022, closing a stake of 11,455 shares — an estimated $1.21M sold.

Mariner Independent Advisor Network first reported a position in IYJ in Q1 2017 and held it in 6 quarters. The position peaked at $11.3M in Q1 2017. 228 funds tracked by Wall St. Rank hold IYJ as of Q2 2022.

Mariner Independent Advisor Network reported no remaining iShares US Industrials ETF position as of Q2 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 11,455 iShares US Industrials ETF shares in Q2 2022, an estimated $1.21M.
Mariner Independent Advisor Network first reported a position in iShares US Industrials ETF in Q1 2017 and held it in 6 quarters.
Mariner Independent Advisor Network's iShares US Industrials ETF position peaked at $11.3M in Q1 2017.
228 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2022, filed 12 Aug 2022.