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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$9.91M	Buy	78,238 +7,020	+10%	+$882K	0.55%	57
2018 Q2	$8.64M	Sell	71,218 -7,550	-10%	-$918K	0.51%	55
2018 Q1	$9.45M	Sell	78,768 -29,679	-27%	-$3.7M	0.58%	52
2017 Q4	$13.5M	Sell	108,447 -2,822	-3%	-$342K	0.82%	49
2017 Q3	$13.2M	Sell	111,269 -3,856	-3%	-$449K	0.85%	44
2017 Q2	$13.4M	Sell	115,125 -18,584	-14%	-$2.14M	0.93%	43
2017 Q1	$15.4M	Buy	133,709 +7,607	+6%	+$872K	1.11%	36
2016 Q4	$14.1M	Sell	126,102 -12,920	-9%	-$1.4M	1.1%	41
2016 Q3	$14.7M	Buy	139,022 +290	+0.2%	+$30.6K	1.25%	31
2016 Q2	$14.3M	Buy	138,732 +1,085	+0.8%	+$110K	1.28%	33
2016 Q1	$13.6M	Sell	137,647 -4,480	-3%	-$420K	1.33%	32
2015 Q4	$13.9M	Buy	+142,127	New	+$14.1M	1.36%	31

Other funds holding IWD

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Mariner Wealth Advisors (Cincinnati) increased its iShares Russell 1000 Value ETF (IWD) stake by 9.9% in Q3 2018, buying an estimated $882K and bringing the position to 78,238 shares worth $9.91M. The position accounts for 0.55% of the portfolio, ranked #57.

Mariner Wealth Advisors (Cincinnati) first reported a position in IWD in Q4 2015 and has held it in 12 quarters since. The position peaked at $15.4M in Q1 2017. 859 funds tracked by Wall St. Rank hold IWD as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 78,238 shares of iShares Russell 1000 Value ETF worth $9.91M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 7,020 iShares Russell 1000 Value ETF shares in Q3 2018, an estimated $882K.
iShares Russell 1000 Value ETF made up 0.55% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #57 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s iShares Russell 1000 Value ETF position peaked at $15.4M in Q1 2017.
859 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2018.

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