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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$314K	Hold	7,088	–	–	0.02%	239
2018 Q2	$288K	Sell	7,088 -740	-9%	-$29.7K	0.02%	248
2018 Q1	$303K	Buy	7,828 +16	+0.2%	+$638	0.02%	233
2017 Q4	$298K	Hold	7,812	–	–	0.02%	231
2017 Q3	$280K	Buy	7,812 +864	+12%	+$30.4K	0.02%	223
2017 Q2	$238K	Hold	6,948	–	–	0.02%	233
2017 Q1	$228K	Buy	6,948 +276	+4%	+$8.86K	0.02%	232
2016 Q4	$203K	Sell	6,672 -1,916	-22%	-$57.9K	0.02%	233
2016 Q3	$261K	Buy	+8,588	New	+$260K	0.02%	222

Other funds holding IVW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2018 at 7,088 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #239.

Mariner Wealth Advisors (Cincinnati) first reported a position in IVW in Q3 2016 and has held it in 9 quarters since. 753 funds tracked by Wall St. Rank hold IVW as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 7,088 shares of iShares S&P 500 Growth ETF worth $314K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) left its iShares S&P 500 Growth ETF share count unchanged in Q3 2018.
iShares S&P 500 Growth ETF made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #239 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares S&P 500 Growth ETF in Q3 2016 and has held it in 9 quarters since.
753 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2018.

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