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Mariner Wealth Advisors (NYC)’s iShares US Technology ETF IYW Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$173K Buy
+6,596
New +$173K 0.08% 64

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in iShares US Technology ETF (IYW) in Q1 2015: 6,596 shares worth $173K. The stake represents 0.08% of the portfolio and ranks #64 among its holdings.

237 funds tracked by Wall St. Rank hold IYW as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 6,596 shares of iShares US Technology ETF worth $173K as of Q1 2015.
  • iShares US Technology ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • iShares US Technology ETF made up 0.08% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #64 holding.
  • 237 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2015.

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