Mariner Wealth Advisors (Cincinnati)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$353K	Hold	5,204	–	–	0.02%	226
2018 Q2	$330K	Sell	5,204 -90	-2%	-$5.67K	0.02%	236
2018 Q1	$325K	Hold	5,294	–	–	0.02%	229
2017 Q4	$319K	Buy	5,294 +910	+21%	+$53.5K	0.02%	226
2017 Q3	$248K	Sell	4,384 -526	-11%	-$28.9K	0.02%	243
2017 Q2	$265K	Buy	4,910 +526	+12%	+$28K	0.02%	227
2017 Q1	$227K	Buy	+4,384	New	+$224K	0.02%	233

Other funds holding IWP

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Mariner Wealth Advisors (Cincinnati) held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2018 at 5,204 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #226.

Mariner Wealth Advisors (Cincinnati) first reported a position in IWP in Q1 2017 and has held it in 7 quarters since. 509 funds tracked by Wall St. Rank hold IWP as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 5,204 shares of iShares Russell Mid-Cap Growth ETF worth $353K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2018.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #226 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2017 and has held it in 7 quarters since.
509 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2018.

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