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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$299K	Buy	+10,496	New	+$298K	0.14%	41

Other funds holding IVW

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2015: 10,496 shares worth $299K. The stake represents 0.14% of the portfolio and ranks #41 among its holdings.

409 funds tracked by Wall St. Rank hold IVW as of Q1 2015.

Mariner Wealth Advisors (NYC) held 10,496 shares of iShares S&P 500 Growth ETF worth $299K as of Q1 2015.
iShares S&P 500 Growth ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares S&P 500 Growth ETF made up 0.14% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #41 holding.
409 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2015.

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