Mariner Wealth Advisors (NYC)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$769K	Buy	+13,036	New	+$747K	0.37%	22

Other funds holding IJR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s IJR Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2015: 13,036 shares worth $769K. The stake represents 0.37% of the portfolio and ranks #22 among its holdings.

609 funds tracked by Wall St. Rank hold IJR as of Q1 2015.

Mariner Wealth Advisors (NYC) held 13,036 shares of iShares Core S&P Small-Cap ETF worth $769K as of Q1 2015.
iShares Core S&P Small-Cap ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares Core S&P Small-Cap ETF made up 0.37% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #22 holding.
609 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.