Mariner Wealth Advisors (Cincinnati)’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $725K | Buy |
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2018
Q2 | $630K | Buy |
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|
2018
Q1 | $588K | Buy |
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|
2017
Q4 | $576K | Sell |
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|
2017
Q3 | $568K | Sell |
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|
2017
Q2 | $582K | Buy |
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|
2017
Q1 | $379K | Buy |
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|
2016
Q4 | $345K | Buy |
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|
2016
Q3 | $319K | Hold |
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|
2016
Q2 | $310K | Sell |
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|
2016
Q1 | $524K | Buy |
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|
2015
Q4 | $206K | Buy |
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