Mariner Wealth Advisors (Cincinnati)’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$725K	Buy	4,485 +339	+8%	+$53.8K	0.04%	154
2018 Q2	$630K	Buy	4,146 +145	+4%	+$21.8K	0.04%	160
2018 Q1	$588K	Buy	4,001 +125	+3%	+$19K	0.04%	168
2017 Q4	$576K	Sell	3,876 -185	-5%	-$26.8K	0.03%	164
2017 Q3	$568K	Sell	4,061 -239	-6%	-$32.8K	0.04%	155
2017 Q2	$582K	Buy	4,300 +1,414	+49%	+$189K	0.04%	156
2017 Q1	$379K	Buy	2,886 +115	+4%	+$14.9K	0.03%	198
2016 Q4	$345K	Buy	2,771 +122	+5%	+$14.8K	0.03%	196
2016 Q3	$319K	Hold	2,649	–	–	0.03%	205
2016 Q2	$310K	Sell	2,649 -1,946	-42%	-$224K	0.03%	207
2016 Q1	$524K	Buy	4,595 +2,773	+152%	+$300K	0.05%	149
2015 Q4	$206K	Buy	+1,822	New	+$208K	0.02%	232

Other funds holding IWB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its iShares Russell 1000 ETF (IWB) stake by 8.2% in Q3 2018, buying an estimated $53.8K and bringing the position to 4,485 shares worth $725K. The position accounts for 0.04% of the portfolio, ranked #154.

Mariner Wealth Advisors (Cincinnati) first reported a position in IWB in Q4 2015 and has held it in 12 quarters since. 636 funds tracked by Wall St. Rank hold IWB as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 4,485 shares of iShares Russell 1000 ETF worth $725K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 339 iShares Russell 1000 ETF shares in Q3 2018, an estimated $53.8K.
iShares Russell 1000 ETF made up 0.04% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #154 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 12 quarters since.
636 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2018.

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