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Mariner Independent Advisor Network’s iShares US Technology ETF IYW Stock Holding History

Mariner Independent Advisor Network’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.63M Buy
22,155
+524
+2% +$44.4K 0.07% 280
2022
Q2 		$1.8M Buy
21,631
+922
+4% +$81.6K 0.08% 270
2022
Q1 		$2.13M Buy
20,709
+6,384
+45% +$652K 0.08% 245
2021
Q4 		$1.65M Sell
14,325
-9,474
-40% -$1.05M 0.08% 256
2021
Q3 		$2.4M Sell
23,799
-102
-0.4% -$10.6K 0.12% 196
2021
Q2 		$2.38M Buy
23,901
+2,797
+13% +$261K 0.11% 213
2021
Q1 		$1.85M Sell
21,104
-14,218
-40% -$1.25M 0.1% 215
2020
Q4 		$3M Buy
+35,322
New +$2.82M 0.16% 154
2020
Q2 		– Sell
-45,576
Closed -$2.25M – 348
2020
Q1 		$2.25M Sell
45,576
-3,756
-8% -$218K 0.2% 118
2019
Q4 		$2.88M Buy
49,332
+1,852
+4% +$101K 0.21% 112
2019
Q3 		$2.41M Sell
47,480
-19,920
-30% -$1.01M 0.18% 126
2019
Q2 		$3.37M Sell
67,400
-60
-0.1% -$2.93K 0.25% 99
2019
Q1 		$3.25M Buy
67,460
+14,844
+28% +$660K 0.27% 89
2018
Q4 		$2.15M Buy
+52,616
New +$2.28M 0.19% 125
2017
Q4 		– Sell
-42,324
Closed -$1.59M – 296
2017
Q3 		$1.59M Sell
42,324
-292
-0.7% -$10.7K 0.26% 75
2017
Q2 		$1.49M Sell
42,616
-219,556
-84% -$7.7M 0.21% 111
2017
Q1 		$8.86M Buy
+262,172
New +$8.51M 1.08% 24
2015
Q1 		– Sell
-12,192
Closed -$318K – 125
2014
Q4 		$318K Buy
12,192
+864
+8% +$22K 0.15% 112
2014
Q3 		$285K Hold
11,328
– – 0.15% 92
2014
Q2 		$274K Buy
+11,328
New +$262K 0.14% 102

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its iShares US Technology ETF (IYW) stake by 2.4% in Q3 2022, buying an estimated $44.4K and bringing the position to 22,155 shares worth $1.63M. The position accounts for 0.07% of the portfolio, ranked #280.

Mariner Independent Advisor Network first reported a position in IYW in Q2 2014 and has held it in 20 quarters since. The position peaked at $8.86M in Q1 2017. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

  • Mariner Independent Advisor Network held 22,155 shares of iShares US Technology ETF worth $1.63M as of Q3 2022.
  • Mariner Independent Advisor Network bought 524 iShares US Technology ETF shares in Q3 2022, an estimated $44.4K.
  • iShares US Technology ETF made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #280 holding.
  • Mariner Independent Advisor Network first reported a position in iShares US Technology ETF in Q2 2014 and has held it in 20 quarters since.
  • Mariner Independent Advisor Network's iShares US Technology ETF position peaked at $8.86M in Q1 2017.
  • 584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

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