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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$368K Buy
6,312
+464
+8% +$27.1K 0.02% 222
2018
Q2
$329K Sell
5,848
-100
-2% -$5.63K 0.02% 237
2018
Q1
$325K Hold
5,948
0.02% 228
2017
Q4
$321K Buy
5,948
+660
+12% +$35.6K 0.02% 224
2017
Q3
$268K Buy
+5,288
New +$268K 0.02% 231