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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.04M Sell
6,185
-185
-3% -$31.2K 0.42% 26
2013
Q2 		$1.02M Buy
+6,370
New +$1.03M 0.46% 24

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) reduced its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q3 2013, selling an estimated $31.2K and leaving 6,185 shares worth $1.04M. The position accounts for 0.42% of the portfolio, ranked #26.

Mariner Wealth Advisors (Madison) first reported a position in IVV in Q2 2013 and has held it in 2 quarters since. 557 funds tracked by Wall St. Rank hold IVV as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 6,185 shares of iShares Core S&P 500 ETF worth $1.04M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) sold 185 iShares Core S&P 500 ETF shares in Q3 2013, an estimated $31.2K.
  • iShares Core S&P 500 ETF made up 0.42% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #26 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 2 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2013.

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