Mariner Wealth Advisors (Cincinnati)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$368K	Buy	6,312 +464	+8%	+$26.9K	0.02%	222
2018 Q2	$329K	Sell	5,848 -100	-2%	-$5.59K	0.02%	237
2018 Q1	$325K	Hold	5,948	–	–	0.02%	228
2017 Q4	$321K	Buy	5,948 +660	+12%	+$34.8K	0.02%	224
2017 Q3	$268K	Buy	+5,288	New	+$261K	0.02%	231

Other funds holding IJK

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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7.9% in Q3 2018, buying an estimated $26.9K and bringing the position to 6,312 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #222.

Mariner Wealth Advisors (Cincinnati) first reported a position in IJK in Q3 2017 and has held it in 5 quarters since. 498 funds tracked by Wall St. Rank hold IJK as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 6,312 shares of iShares S&P Mid-Cap 400 Growth ETF worth $368K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 464 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2018, an estimated $26.9K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #222 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2017 and has held it in 5 quarters since.
498 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2018.

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