Mariner Wealth Advisors (NYC)’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$18.6M	Buy	+149,543	New	+$18M	8.89%	3

Other funds holding IWM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2015: 149,543 shares worth $18.6M. The stake represents 8.89% of the portfolio and ranks #3 among its holdings.

865 funds tracked by Wall St. Rank hold IWM as of Q1 2015.

Mariner Wealth Advisors (NYC) held 149,543 shares of iShares Russell 2000 ETF worth $18.6M as of Q1 2015.
iShares Russell 2000 ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares Russell 2000 ETF made up 8.89% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #3 holding.
865 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2015.

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