Mariner Wealth Advisors (NYC)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$4K	Buy	+72	New	+$3.44K	﹤0.01%	549

Other funds holding IWP

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

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

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

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

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2015: 72 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings.

330 funds tracked by Wall St. Rank hold IWP as of Q1 2015.

Mariner Wealth Advisors (NYC) held 72 shares of iShares Russell Mid-Cap Growth ETF worth $4K as of Q1 2015.
iShares Russell Mid-Cap Growth ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #549 holding.
330 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2015.

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