Mariner Wealth Advisors (Cincinnati)’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$51.2M	Buy	303,970 +6,759	+2%	+$1.14M	2.83%	4
2018 Q2	$48.7M	Buy	297,211 +2,626	+0.9%	+$420K	2.88%	5
2018 Q1	$44.7M	Sell	294,585 -107,911	-27%	-$16.7M	2.75%	5
2017 Q4	$61.4M	Buy	402,496 +10,920	+3%	+$1.64M	3.71%	3
2017 Q3	$58M	Buy	391,576 +18,537	+5%	+$2.61M	3.76%	3
2017 Q2	$52.6M	Buy	373,039 +13,555	+4%	+$1.88M	3.66%	2
2017 Q1	$49.4M	Buy	359,484 +22,359	+7%	+$3.05M	3.56%	2
2016 Q4	$45.5M	Buy	337,125 +2,751	+0.8%	+$352K	3.54%	2
2016 Q3	$41.5M	Buy	334,374 +5,882	+2%	+$715K	3.54%	2
2016 Q2	$37.8M	Sell	328,492 -289	-0.1%	-$32.6K	3.38%	1
2016 Q1	$36.4M	Buy	328,781 +6,077	+2%	+$629K	3.57%	1
2015 Q4	$36.3M	Buy	+322,704	New	+$37.2M	3.55%	2

Other funds holding IWM

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its iShares Russell 2000 ETF (IWM) stake by 2.3% in Q3 2018, buying an estimated $1.14M and bringing the position to 303,970 shares worth $51.2M. The position accounts for 2.83% of the portfolio, ranked #4.

Mariner Wealth Advisors (Cincinnati) first reported a position in IWM in Q4 2015 and has held it in 12 quarters since. The position peaked at $61.4M in Q4 2017. 1,302 funds tracked by Wall St. Rank hold IWM as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 303,970 shares of iShares Russell 2000 ETF worth $51.2M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 6,759 iShares Russell 2000 ETF shares in Q3 2018, an estimated $1.14M.
iShares Russell 2000 ETF made up 2.83% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #4 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s iShares Russell 2000 ETF position peaked at $61.4M in Q4 2017.
1,302 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2018.

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