Mariner Wealth Advisors (Cincinnati)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $67M | Buy |
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2018
Q2 | $52.2M | Buy |
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2018
Q1 | $46.2M | Buy |
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|
2017
Q4 | $45.1M | Buy |
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|
2017
Q3 | $41.3M | Buy |
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|
2017
Q2 | $39.6M | Sell |
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|
2017
Q1 | $38.9M | Buy |
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|
2016
Q4 | $35.5M | Sell |
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|
2016
Q3 | $35.2M | Buy |
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|
2016
Q2 | $33.3M | Sell |
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|
2016
Q1 | $33.5M | Sell |
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|
2015
Q4 | $34.4M | Buy |
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