Mariner Wealth Advisors (NYC)’s iShares Core S&P 500 ETF IVV Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$24.8M	Buy	+119,367	New	+$24.8M	11.85%	2

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

SMM

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2015: 119,367 shares worth $24.8M. The stake represents 11.85% of the portfolio and ranks #2 among its holdings.

793 funds tracked by Wall St. Rank hold IVV as of Q1 2015.

Mariner Wealth Advisors (NYC) held 119,367 shares of iShares Core S&P 500 ETF worth $24.8M as of Q1 2015.
iShares Core S&P 500 ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares Core S&P 500 ETF made up 11.85% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #2 holding.
793 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2015.

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