MWAC
Mariner Wealth Advisors (Cincinnati)’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.22M | Buy |
12,889
+1
| +0% | +$172 | 0.12% | 109 |
|
|
2018
Q2 | $2.09M | Sell |
12,888
-30
| -0.2% | -$4.87K | 0.12% | 101 |
|
|
2018
Q1 | $2.02M | Sell |
12,918
-416
| -3% | -$65.1K | 0.12% | 97 |
|
|
2017
Q4 | $2.11M | Sell |
13,334
-123
| -0.9% | -$19.5K | 0.13% | 89 |
|
|
2017
Q3 | $2.01M | Buy |
13,457
+2
| +0% | +$299 | 0.13% | 96 |
|
|
2017
Q2 | $1.94M | Sell |
13,455
-317
| -2% | -$45.7K | 0.13% | 96 |
|
|
2017
Q1 | $1.93M | Buy |
13,772
+5,577
| +68% | +$780K | 0.14% | 97 |
|
|
2016
Q4 | $1.09M | Sell |
8,195
-5,612
| -41% | -$746K | 0.08% | 117 |
|
|
2016
Q3 | $1.77M | Sell |
13,807
-93
| -0.7% | -$11.9K | 0.15% | 98 |
|
|
2016
Q2 | $1.72M | Buy |
13,900
+120
| +0.9% | +$14.9K | 0.15% | 96 |
|
|
2016
Q1 | $1.67M | Buy |
13,780
+421
| +3% | +$50.9K | 0.16% | 91 |
|
|
2015
Q4 | $1.61M | Buy |
+13,359
| New | +$1.61M | 0.16% | 88 |
|