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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$3.82M Buy
2018
Q2
$1.74M Buy
2018
Q1
$1.08M Sell
2017
Q4
$1.11M Buy
2017
Q3
$669K Buy
2017
Q2
$416K Buy
2017
Q1
$400K Buy
2016
Q4
$220K Sell
2016
Q3
$225K Hold
2016
Q2
$211K Buy