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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$264K	Buy	1,988 +75	+4%	+$10.1K	0.01%	258
2018 Q2	$252K	Buy	1,913 +75	+4%	+$9.66K	0.01%	266
2018 Q1	$224K	Buy	1,838 +40	+2%	+$5.01K	0.01%	263
2017 Q4	$226K	Buy	1,798 +186	+12%	+$23.2K	0.01%	259
2017 Q3	$200K	Sell	1,612 -308	-16%	-$36.3K	0.01%	267
2017 Q2	$228K	Buy	+1,920	New	+$226K	0.02%	237
2017 Q1	–	Sell	-1,737	Closed	-$207K	–	250
2016 Q4	$207K	Buy	+1,737	New	+$192K	0.02%	231

Other funds holding IWN

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its iShares Russell 2000 Value ETF (IWN) stake by 3.9% in Q3 2018, buying an estimated $10.1K and bringing the position to 1,988 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #258.

Mariner Wealth Advisors (Cincinnati) first reported a position in IWN in Q4 2016 and has held it in 7 quarters since. 620 funds tracked by Wall St. Rank hold IWN as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 1,988 shares of iShares Russell 2000 Value ETF worth $264K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 75 iShares Russell 2000 Value ETF shares in Q3 2018, an estimated $10.1K.
iShares Russell 2000 Value ETF made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #258 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 7 quarters since.
620 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2018.

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