Mariner Wealth Advisors (Cincinnati)’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $51.2M | Buy |
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2018
Q2 | $48.7M | Buy |
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2018
Q1 | $44.7M | Sell |
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|
2017
Q4 | $61.4M | Buy |
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|
2017
Q3 | $58M | Buy |
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|
2017
Q2 | $52.6M | Buy |
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2017
Q1 | $49.4M | Buy |
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|
2016
Q4 | $45.5M | Buy |
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|
2016
Q3 | $41.5M | Buy |
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|
2016
Q2 | $37.8M | Sell |
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|
2016
Q1 | $36.4M | Buy |
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|
2015
Q4 | $36.3M | Buy |
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