Mariner Wealth Advisors (Cincinnati)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$347K	Sell	8,630 -150	-2%	-$6.03K	0.02%	230
2018 Q2	$342K	Buy	8,780 +1,460	+20%	+$56.4K	0.02%	233
2018 Q1	$275K	Sell	7,320 -2,090	-22%	-$79.9K	0.02%	240
2017 Q4	$357K	Buy	9,410 +1,525	+19%	+$56.4K	0.02%	215
2017 Q3	$282K	Sell	7,885 -4,005	-34%	-$139K	0.02%	222
2017 Q2	$414K	Buy	11,890 +2,415	+25%	+$83.4K	0.03%	190
2017 Q1	$324K	Buy	+9,475	New	+$322K	0.02%	211

Other funds holding IJH

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

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

Mariner Wealth Advisors (Cincinnati)'s IJH Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q3 2018, selling an estimated $6.03K and leaving 8,630 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #230.

Mariner Wealth Advisors (Cincinnati) first reported a position in IJH in Q1 2017 and has held it in 7 quarters since. The position peaked at $414K in Q2 2017. 1,172 funds tracked by Wall St. Rank hold IJH as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 8,630 shares of iShares Core S&P Mid-Cap ETF worth $347K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 150 iShares Core S&P Mid-Cap ETF shares in Q3 2018, an estimated $6.03K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #230 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 7 quarters since.
Mariner Wealth Advisors (Cincinnati)'s iShares Core S&P Mid-Cap ETF position peaked at $414K in Q2 2017.
1,172 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.