Mariner Wealth Advisors (Cincinnati)’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$2.22M	Buy	12,889 +1	+0%	+$169	0.12%	109
2018 Q2	$2.09M	Sell	12,888 -30	-0.2%	-$4.82K	0.12%	101
2018 Q1	$2.02M	Sell	12,918 -416	-3%	-$67.2K	0.12%	97
2017 Q4	$2.11M	Sell	13,334 -123	-0.9%	-$19K	0.13%	89
2017 Q3	$2.01M	Buy	13,457 +2	+0%	+$292	0.13%	96
2017 Q2	$1.94M	Sell	13,455 -317	-2%	-$45.1K	0.13%	96
2017 Q1	$1.93M	Buy	13,772 +5,577	+68%	+$770K	0.14%	97
2016 Q4	$1.09M	Sell	8,195 -5,612	-41%	-$728K	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%	+$14.7K	0.15%	96
2016 Q1	$1.67M	Buy	13,780 +421	+3%	+$48.2K	0.16%	91
2015 Q4	$1.61M	Buy	+13,359	New	+$1.62M	0.16%	88

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

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

Mariner Wealth Advisors (Cincinnati) increased its iShares Russell 3000 ETF (IWV) stake by 0.01% in Q3 2018, buying an estimated $169 and bringing the position to 12,889 shares worth $2.22M. The position accounts for 0.12% of the portfolio, ranked #109.

Mariner Wealth Advisors (Cincinnati) first reported a position in IWV in Q4 2015 and has held it in 12 quarters since. 426 funds tracked by Wall St. Rank hold IWV as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 12,889 shares of iShares Russell 3000 ETF worth $2.22M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 1 iShares Russell 3000 ETF share in Q3 2018, an estimated $169.
iShares Russell 3000 ETF made up 0.12% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #109 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Russell 3000 ETF in Q4 2015 and has held it in 12 quarters since.
426 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2018.

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