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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$4K	Buy	+48	New	+$3.58K	﹤0.01%	550

Other funds holding IWS

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Mariner Wealth Advisors (NYC) opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2015: 48 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings.

355 funds tracked by Wall St. Rank hold IWS as of Q1 2015.

Mariner Wealth Advisors (NYC) held 48 shares of iShares Russell Mid-Cap Value ETF worth $4K as of Q1 2015.
iShares Russell Mid-Cap Value ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #550 holding.
355 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2015.

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