Mariner Wealth Advisors (Cincinnati)’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $5.58M | Sell |
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|
2018
Q2 | $6.21M | Sell |
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2018
Q1 | $6.3M | Sell |
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|
2017
Q4 | $7.3M | Sell |
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|
2017
Q3 | $7.61M | Sell |
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|
2017
Q2 | $7.54M | Sell |
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|
2017
Q1 | $7.42M | Buy |
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|
2016
Q4 | $6.16M | Sell |
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|
2016
Q3 | $6.29M | Sell |
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|
2016
Q2 | $6.58M | Sell |
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|
2016
Q1 | $6.64M | Sell |
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|
2015
Q4 | $6.73M | Buy |
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