MWAC
Mariner Wealth Advisors (Cincinnati)’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $264K | Buy |
1,988
+75
| +4% | +$9.96K | 0.01% | 258 |
|
|
2018
Q2 | $252K | Buy |
1,913
+75
| +4% | +$9.88K | 0.01% | 266 |
|
|
2018
Q1 | $224K | Buy |
1,838
+40
| +2% | +$4.88K | 0.01% | 263 |
|
|
2017
Q4 | $226K | Buy |
1,798
+186
| +12% | +$23.4K | 0.01% | 259 |
|
|
2017
Q3 | $200K | Sell |
1,612
-308
| -16% | -$38.2K | 0.01% | 267 |
|
|
2017
Q2 | $228K | Buy |
+1,920
| New | +$228K | 0.02% | 237 |
|
|
2017
Q1 | – | Sell |
-1,737
| Closed | -$207K | – | 250 |
|
|
2016
Q4 | $207K | Buy |
+1,737
| New | +$207K | 0.02% | 231 |
|