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Mariner Wealth Advisors (Madison)’s iShares US Real Estate ETF IYR Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio IYR Stock Details IYR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$3.44M Sell
53,981
-1,875
-3% -$120K 1.39% 20
2013
Q2 		$3.71M Buy
+55,856
New +$3.71M 1.65% 17