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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$3.82M	Buy	43,813 +22,933	+110%	+$2.01M	0.21%	83
2018 Q2	$1.74M	Buy	20,880 +6,864	+49%	+$559K	0.1%	109
2018 Q1	$1.08M	Sell	14,016 -422	-3%	-$32.8K	0.07%	125
2017 Q4	$1.11M	Buy	14,438 +5,429	+60%	+$409K	0.07%	120
2017 Q3	$669K	Buy	9,009 +3,077	+52%	+$216K	0.04%	144
2017 Q2	$416K	Buy	5,932 +150	+3%	+$10.4K	0.03%	187
2017 Q1	$400K	Buy	5,782 +2,588	+81%	+$178K	0.03%	189
2016 Q4	$220K	Sell	3,194 -434	-12%	-$28K	0.02%	227
2016 Q3	$225K	Hold	3,628	–	–	0.02%	235
2016 Q2	$211K	Buy	+3,628	New	+$207K	0.02%	239

Other funds holding IJR

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

RJA

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

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

Mariner Wealth Advisors (Cincinnati) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 110% in Q3 2018, buying an estimated $2.01M and bringing the position to 43,813 shares worth $3.82M. The position accounts for 0.21% of the portfolio, ranked #83.

Mariner Wealth Advisors (Cincinnati) first reported a position in IJR in Q2 2016 and has held it in 10 quarters since. 1,217 funds tracked by Wall St. Rank hold IJR as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 43,813 shares of iShares Core S&P Small-Cap ETF worth $3.82M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 22,933 iShares Core S&P Small-Cap ETF shares in Q3 2018, an estimated $2.01M.
iShares Core S&P Small-Cap ETF made up 0.21% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #83 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Core S&P Small-Cap ETF in Q2 2016 and has held it in 10 quarters since.
1,217 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2018.

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