Mariner Wealth Advisors (Cincinnati)’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $725K | Buy |
4,485
+339
| +8% | +$54.8K | 0.04% | 154 |
|
|
2018
Q2 | $630K | Buy |
4,146
+145
| +4% | +$22K | 0.04% | 160 |
|
|
2018
Q1 | $588K | Buy |
4,001
+125
| +3% | +$18.4K | 0.04% | 168 |
|
|
2017
Q4 | $576K | Sell |
3,876
-185
| -5% | -$27.5K | 0.03% | 164 |
|
|
2017
Q3 | $568K | Sell |
4,061
-239
| -6% | -$33.4K | 0.04% | 155 |
|
|
2017
Q2 | $582K | Buy |
4,300
+1,414
| +49% | +$191K | 0.04% | 156 |
|
|
2017
Q1 | $379K | Buy |
2,886
+115
| +4% | +$15.1K | 0.03% | 198 |
|
|
2016
Q4 | $345K | Buy |
2,771
+122
| +5% | +$15.2K | 0.03% | 196 |
|
|
2016
Q3 | $319K | Hold |
2,649
| – | – | 0.03% | 205 |
|
|
2016
Q2 | $310K | Sell |
2,649
-1,946
| -42% | -$228K | 0.03% | 207 |
|
|
2016
Q1 | $524K | Buy |
4,595
+2,773
| +152% | +$316K | 0.05% | 149 |
|
|
2015
Q4 | $206K | Buy |
+1,822
| New | +$206K | 0.02% | 232 |
|