Mariner Wealth Advisors (Cincinnati)’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $314K | Hold |
7,088
| – | – | 0.02% | 239 |
|
|
2018
Q2 | $288K | Sell |
7,088
-740
| -9% | -$30.1K | 0.02% | 248 |
|
|
2018
Q1 | $303K | Buy |
7,828
+16
| +0.2% | +$619 | 0.02% | 233 |
|
|
2017
Q4 | $298K | Hold |
7,812
| – | – | 0.02% | 231 |
|
|
2017
Q3 | $280K | Buy |
7,812
+864
| +12% | +$31K | 0.02% | 223 |
|
|
2017
Q2 | $238K | Hold |
6,948
| – | – | 0.02% | 233 |
|
|
2017
Q1 | $228K | Buy |
6,948
+276
| +4% | +$9.06K | 0.02% | 232 |
|
|
2016
Q4 | $203K | Sell |
6,672
-1,916
| -22% | -$58.3K | 0.02% | 233 |
|
|
2016
Q3 | $261K | Buy |
+8,588
| New | +$261K | 0.02% | 222 |
|