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Mariner Wealth Advisors (Madison)’s iShares Core S&P 500 ETF IVV Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.05M Sell
6,185
-185
-3% -$31.3K 0.42% 26
2013
Q2 		$1.03M Buy
+6,370
New +$1.03M 0.46% 24