Mariner Wealth Advisors (Cincinnati)’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$262K	Sell
2018 Q2	$271K	Buy
2018 Q1	$226K	Hold
2017 Q4	$236K	Hold
2017 Q3	$223K	Buy