Mariner Wealth Advisors (Cincinnati)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $468K | Hold |
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|
2018
Q2 | $459K | Hold |
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|
2018
Q1 | $448K | Hold |
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|
2017
Q4 | $462K | Buy |
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|
2017
Q3 | $392K | Sell |
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|
2017
Q2 | $418K | Hold |
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|
2017
Q1 | $412K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $405K | Buy |
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|
2016
Q2 | $385K | Sell |
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|
2016
Q1 | $410K | Sell |
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|
2015
Q4 | $455K | Buy |
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