Mariner Wealth Advisors (Cincinnati)’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.22M | Buy |
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2018
Q2 | $2.09M | Sell |
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2018
Q1 | $2.02M | Sell |
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|
2017
Q4 | $2.11M | Sell |
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|
2017
Q3 | $2.01M | Buy |
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|
2017
Q2 | $1.94M | Sell |
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|
2017
Q1 | $1.93M | Buy |
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|
2016
Q4 | $1.09M | Sell |
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|
2016
Q3 | $1.77M | Sell |
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|
2016
Q2 | $1.72M | Buy |
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|
2016
Q1 | $1.67M | Buy |
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|
2015
Q4 | $1.61M | Buy |
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