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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$314K Hold
2018
Q2
$288K Sell
2018
Q1
$303K Buy
2017
Q4
$298K Hold
2017
Q3
$280K Buy
2017
Q2
$238K Hold
2017
Q1
$228K Buy
2016
Q4
$203K Sell
2016
Q3
$261K Buy