MWAC
Mariner Wealth Advisors (Cincinnati)’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $5.88M | Sell |
37,696
-3,960
| -10% | -$618K | 0.32% | 74 |
|
|
2018
Q2 | $5.99M | Sell |
41,656
-3,423
| -8% | -$492K | 0.35% | 69 |
|
|
2018
Q1 | $6.14M | Sell |
45,079
-11,573
| -20% | -$1.58M | 0.38% | 65 |
|
|
2017
Q4 | $7.63M | Sell |
56,652
-6,247
| -10% | -$841K | 0.46% | 56 |
|
|
2017
Q3 | $7.87M | Sell |
62,899
-8,732
| -12% | -$1.09M | 0.51% | 54 |
|
|
2017
Q2 | $8.53M | Sell |
71,631
-5,609
| -7% | -$668K | 0.59% | 55 |
|
|
2017
Q1 | $8.79M | Sell |
77,240
-3,768
| -5% | -$429K | 0.63% | 54 |
|
|
2016
Q4 | $8.5M | Sell |
81,008
-48,917
| -38% | -$5.13M | 0.66% | 54 |
|
|
2016
Q3 | $13.5M | Sell |
129,925
-11,537
| -8% | -$1.2M | 1.15% | 36 |
|
|
2016
Q2 | $14.2M | Sell |
141,462
-2,405
| -2% | -$241K | 1.27% | 34 |
|
|
2016
Q1 | $14.4M | Sell |
143,867
-5,640
| -4% | -$563K | 1.41% | 27 |
|
|
2015
Q4 | $14.9M | Buy |
+149,507
| New | +$14.9M | 1.45% | 25 |
|