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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$468K	Hold	5,183	–	–	0.03%	201
2018 Q2	$459K	Hold	5,183	–	–	0.03%	202
2018 Q1	$448K	Hold	5,183	–	–	0.03%	203
2017 Q4	$462K	Buy	5,183 +564	+12%	+$49K	0.03%	189
2017 Q3	$392K	Sell	4,619 -350	-7%	-$29.3K	0.03%	192
2017 Q2	$418K	Hold	4,969	–	–	0.03%	186
2017 Q1	$412K	Buy	+4,969	New	+$411K	0.03%	183
2016 Q4	–	Sell	-5,273	Closed	-$405K	–	250
2016 Q3	$405K	Buy	5,273 +97	+2%	+$7.4K	0.03%	177
2016 Q2	$385K	Sell	5,176 -600	-10%	-$43.5K	0.03%	181
2016 Q1	$410K	Sell	5,776 -855	-13%	-$56.4K	0.04%	166
2015 Q4	$455K	Buy	+6,631	New	+$466K	0.04%	156

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2018 at 5,183 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #201.

Mariner Wealth Advisors (Cincinnati) first reported a position in IWS in Q4 2015 and has held it in 11 quarters since. 503 funds tracked by Wall St. Rank hold IWS as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 5,183 shares of iShares Russell Mid-Cap Value ETF worth $468K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2018.
iShares Russell Mid-Cap Value ETF made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #201 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2015 and has held it in 11 quarters since.
503 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2018.

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