MWAM
IWB icon

Mariner Wealth Advisors (Madison)’s iShares Russell 1000 ETF IWB Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$81K Sell
855
-925
-52% -$86.5K 0.03% 72
2013
Q2 		$160K Buy
+1,780
New +$159K 0.07% 53

Other funds holding IWB

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) reduced its iShares Russell 1000 ETF (IWB) stake by 52% in Q3 2013, selling an estimated $86.5K and leaving 855 shares worth $81K. The position accounts for 0.03% of the portfolio, ranked #72.

Mariner Wealth Advisors (Madison) first reported a position in IWB in Q2 2013 and has held it in 2 quarters since. The position peaked at $160K in Q2 2013. 280 funds tracked by Wall St. Rank hold IWB as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 855 shares of iShares Russell 1000 ETF worth $81K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) sold 925 iShares Russell 1000 ETF shares in Q3 2013, an estimated $86.5K.
  • iShares Russell 1000 ETF made up 0.03% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #72 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s iShares Russell 1000 ETF position peaked at $160K in Q2 2013.
  • 280 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2013.

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