Mariner Wealth Advisors (Cincinnati)’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $406K | Hold |
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|
2018
Q2 | $402K | Hold |
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|
2018
Q1 | $377K | Hold |
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|
2017
Q4 | $402K | Sell |
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|
2017
Q3 | $435K | Hold |
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|
2017
Q2 | $418K | Hold |
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|
2017
Q1 | $428K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $387K | Hold |
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|
2016
Q2 | $360K | Hold |
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|
2016
Q1 | $354K | Hold |
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|
2015
Q4 | $341K | Buy |
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