Mariner Wealth Advisors (NYC)’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$251K	Buy	+2,438	New	+$253K	0.12%	46

Other funds holding IWD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2015: 2,438 shares worth $251K. The stake represents 0.12% of the portfolio and ranks #46 among its holdings.

508 funds tracked by Wall St. Rank hold IWD as of Q1 2015.

Mariner Wealth Advisors (NYC) held 2,438 shares of iShares Russell 1000 Value ETF worth $251K as of Q1 2015.
iShares Russell 1000 Value ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares Russell 1000 Value ETF made up 0.12% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #46 holding.
508 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2015.

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