MWAC
Mariner Wealth Advisors (Cincinnati)’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $5.59M | Sell |
25,330
-3,950
| -13% | -$871K | 0.31% | 75 |
|
|
2018
Q2 | $6.21M | Sell |
29,280
-1,245
| -4% | -$264K | 0.37% | 68 |
|
|
2018
Q1 | $6.3M | Sell |
30,525
-4,556
| -13% | -$941K | 0.39% | 62 |
|
|
2017
Q4 | $7.3M | Sell |
35,081
-3,530
| -9% | -$735K | 0.44% | 57 |
|
|
2017
Q3 | $7.61M | Sell |
38,611
-611
| -2% | -$120K | 0.49% | 56 |
|
|
2017
Q2 | $7.54M | Sell |
39,222
-439
| -1% | -$84.3K | 0.52% | 59 |
|
|
2017
Q1 | $7.42M | Buy |
39,661
+5,211
| +15% | +$975K | 0.53% | 59 |
|
|
2016
Q4 | $6.16M | Sell |
34,450
-1,642
| -5% | -$294K | 0.48% | 62 |
|
|
2016
Q3 | $6.29M | Sell |
36,092
-3,003
| -8% | -$524K | 0.54% | 58 |
|
|
2016
Q2 | $6.58M | Sell |
39,095
-1,637
| -4% | -$275K | 0.59% | 56 |
|
|
2016
Q1 | $6.64M | Sell |
40,732
-1,257
| -3% | -$205K | 0.65% | 53 |
|
|
2015
Q4 | $6.73M | Buy |
+41,989
| New | +$6.73M | 0.66% | 51 |
|