Mariner Wealth Advisors (Cincinnati)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$400K	Hold	6,000	–	–	0.02%	215
2018 Q2	$375K	Sell	6,000 -191	-3%	-$11.9K	0.02%	220
2018 Q1	$374K	Buy	6,191 +191	+3%	+$11.9K	0.02%	222
2017 Q4	$367K	Hold	6,000	–	–	0.02%	212
2017 Q3	$346K	Hold	6,000	–	–	0.02%	205
2017 Q2	$333K	Hold	6,000	–	–	0.02%	205
2017 Q1	$324K	Hold	6,000	–	–	0.02%	212
2016 Q4	$308K	Hold	6,000	–	–	0.02%	202
2016 Q3	$297K	Hold	6,000	–	–	0.03%	210
2016 Q2	$286K	Hold	6,000	–	–	0.03%	212
2016 Q1	$280K	Hold	6,000	–	–	0.03%	197
2015 Q4	$279K	Buy	+6,000	New	+$281K	0.03%	197

Other funds holding ITOT

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Mariner Wealth Advisors (Cincinnati) held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2018 at 6,000 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #215.

Mariner Wealth Advisors (Cincinnati) first reported a position in ITOT in Q4 2015 and has held it in 12 quarters since. 429 funds tracked by Wall St. Rank hold ITOT as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 6,000 shares of iShares Core S&P Total US Stock Market ETF worth $400K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2018.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #215 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2015 and has held it in 12 quarters since.
429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2018.

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