Mariner Independent Advisor Network’s iShares Semiconductor ETF SOXX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-36,294	Closed	-$5.5M	–	523
2021 Q2	$5.5M	Sell	36,294 -1,236	-3%	-$177K	0.25%	101
2021 Q1	$5.3M	Buy	37,530 +4,821	+15%	+$660K	0.28%	90
2020 Q4	$4.13M	Sell	32,709 -5,757	-15%	-$661K	0.22%	112
2020 Q3	$3.91M	Sell	38,466 -8,280	-18%	-$809K	0.32%	80
2020 Q2	$4.19M	Buy	+46,746	New	+$3.78M	0.39%	67

Other funds holding SOXX

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

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

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

Mariner Independent Advisor Network's SOXX Position: Q3 2021 in Review

Mariner Independent Advisor Network sold out of iShares Semiconductor ETF (SOXX) in Q3 2021, closing a stake of 36,294 shares — an estimated $5.5M sold.

Mariner Independent Advisor Network first reported a position in SOXX in Q2 2020 and held it in 5 quarters. The position peaked at $5.5M in Q2 2021. 383 funds tracked by Wall St. Rank hold SOXX as of Q3 2021.

Mariner Independent Advisor Network reported no remaining iShares Semiconductor ETF position as of Q3 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 36,294 iShares Semiconductor ETF shares in Q3 2021, an estimated $5.5M.
Mariner Independent Advisor Network first reported a position in iShares Semiconductor ETF in Q2 2020 and held it in 5 quarters.
Mariner Independent Advisor Network's iShares Semiconductor ETF position peaked at $5.5M in Q2 2021.
383 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2021, filed 17 Nov 2021.