MWAM
IJR icon

Mariner Wealth Advisors (Madison)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.08M Sell
21,570
-850
-4% -$41.1K 0.43% 25
2013
Q2 		$1.01M Buy
+22,420
New +$993K 0.45% 25

Other funds holding IJR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s IJR Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.8% in Q3 2013, selling an estimated $41.1K and leaving 21,570 shares worth $1.08M. The position accounts for 0.43% of the portfolio, ranked #25.

Mariner Wealth Advisors (Madison) first reported a position in IJR in Q2 2013 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold IJR as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 21,570 shares of iShares Core S&P Small-Cap ETF worth $1.08M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) sold 850 iShares Core S&P Small-Cap ETF shares in Q3 2013, an estimated $41.1K.
  • iShares Core S&P Small-Cap ETF made up 0.43% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #25 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 2 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.