MWAC
Mariner Wealth Advisors (Cincinnati)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $353K | Hold |
2,602
| – | – | 0.02% | 226 |
|
|
2018
Q2 | $330K | Sell |
2,602
-45
| -2% | -$5.71K | 0.02% | 236 |
|
|
2018
Q1 | $325K | Hold |
2,647
| – | – | 0.02% | 229 |
|
|
2017
Q4 | $319K | Buy |
2,647
+455
| +21% | +$54.8K | 0.02% | 226 |
|
|
2017
Q3 | $248K | Sell |
2,192
-263
| -11% | -$29.8K | 0.02% | 243 |
|
|
2017
Q2 | $265K | Buy |
2,455
+263
| +12% | +$28.4K | 0.02% | 227 |
|
|
2017
Q1 | $227K | Buy |
+2,192
| New | +$227K | 0.02% | 233 |
|