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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$5.88M	Sell	150,784 -15,840	-10%	-$600K	0.32%	74
2018 Q2	$5.99M	Sell	166,624 -13,692	-8%	-$483K	0.35%	69
2018 Q1	$6.13M	Sell	180,316 -46,292	-20%	-$1.62M	0.38%	65
2017 Q4	$7.63M	Sell	226,608 -24,988	-10%	-$819K	0.46%	56
2017 Q3	$7.87M	Sell	251,596 -34,928	-12%	-$1.07M	0.51%	54
2017 Q2	$8.53M	Sell	286,524 -22,436	-7%	-$659K	0.59%	55
2017 Q1	$8.79M	Sell	308,960 -15,072	-5%	-$418K	0.63%	54
2016 Q4	$8.5M	Sell	324,032 -195,668	-38%	-$5.08M	0.66%	54
2016 Q3	$13.5M	Sell	519,700 -46,148	-8%	-$1.2M	1.15%	36
2016 Q2	$14.2M	Sell	565,848 -9,620	-2%	-$240K	1.27%	34
2016 Q1	$14.4M	Sell	575,468 -22,560	-4%	-$533K	1.41%	27
2015 Q4	$14.9M	Buy	+598,028	New	+$14.9M	1.45%	25

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.5% in Q3 2018, selling an estimated $600K and leaving 150,784 shares worth $5.88M. The position accounts for 0.32% of the portfolio, ranked #74.

Mariner Wealth Advisors (Cincinnati) first reported a position in IWF in Q4 2015 and has held it in 12 quarters since. The position peaked at $14.9M in Q4 2015. 989 funds tracked by Wall St. Rank hold IWF as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 150,784 shares of iShares Russell 1000 Growth ETF worth $5.88M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 15,840 iShares Russell 1000 Growth ETF shares in Q3 2018, an estimated $600K.
iShares Russell 1000 Growth ETF made up 0.32% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #74 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s iShares Russell 1000 Growth ETF position peaked at $14.9M in Q4 2015.
989 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2018.

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