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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$5.58M	Sell	101,320 -15,800	-13%	-$866K	0.31%	75
2018 Q2	$6.21M	Sell	117,120 -4,980	-4%	-$262K	0.37%	68
2018 Q1	$6.3M	Sell	122,100 -18,224	-13%	-$960K	0.39%	62
2017 Q4	$7.3M	Sell	140,324 -14,120	-9%	-$717K	0.44%	57
2017 Q3	$7.61M	Sell	154,444 -2,444	-2%	-$118K	0.49%	56
2017 Q2	$7.54M	Sell	156,888 -1,756	-1%	-$83.3K	0.52%	59
2017 Q1	$7.42M	Buy	158,644 +20,844	+15%	+$966K	0.53%	59
2016 Q4	$6.16M	Sell	137,800 -6,568	-5%	-$287K	0.48%	62
2016 Q3	$6.29M	Sell	144,368 -12,012	-8%	-$521K	0.54%	58
2016 Q2	$6.58M	Sell	156,380 -6,548	-4%	-$270K	0.59%	56
2016 Q1	$6.64M	Sell	162,928 -5,028	-3%	-$191K	0.65%	53
2015 Q4	$6.73M	Buy	+167,956	New	+$6.85M	0.66%	51

Other funds holding IWR

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its iShares Russell Mid-Cap ETF (IWR) stake by 13% in Q3 2018, selling an estimated $866K and leaving 101,320 shares worth $5.58M. The position accounts for 0.31% of the portfolio, ranked #75.

Mariner Wealth Advisors (Cincinnati) first reported a position in IWR in Q4 2015 and has held it in 12 quarters since. The position peaked at $7.61M in Q3 2017. 688 funds tracked by Wall St. Rank hold IWR as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 101,320 shares of iShares Russell Mid-Cap ETF worth $5.58M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 15,800 iShares Russell Mid-Cap ETF shares in Q3 2018, an estimated $866K.
iShares Russell Mid-Cap ETF made up 0.31% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #75 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s iShares Russell Mid-Cap ETF position peaked at $7.61M in Q3 2017.
688 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2018.

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