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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2013
Q3 		$81K Sell
855
-925
-52% -$87.6K 0.03% 72
2013
Q2 		$160K Buy
+1,780
New +$160K 0.07% 53