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iShares S&P 500 Growth Index shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $282M 3.8M 75.10
2023-09-30 $263M 3.9M 68.42
2023-06-30 $270M 3.8M 70.48
2023-03-31 $251M 3.9M 63.89
2022-12-31 $231M 4.0M 58.50
2022-09-30 $225M 3.9M 57.85
2022-06-30 $240M 4.0M 60.35
2022-03-31 $300M 3.9M 76.38
2021-12-31 $284M 3.4M 83.67
2021-09-30 $203M 2.7M 73.91
2021-06-30 $131M 1.8M 72.73
2021-03-31 $121M 1.9M 65.11
2020-12-31 $123M 1.9M 63.82
2020-09-30 $106M 460k 231.08
2020-06-30 $89M 430k 207.49
2020-03-31 $55M 335k 165.05
2019-12-31 $70M 360k 193.64
2019-09-30 $59M 326k 180.03
2019-06-30 $47M 260k 179.24
2019-03-31 $40M 230k 172.36
2018-12-31 $35M 231k 150.48
2018-09-30 $36M 203k 177.11
2018-06-30 $32M 194k 162.61
2018-03-31 $28M 181k 155.34
2017-12-31 $29M 190k 152.77
2017-09-30 $25M 171k 143.42
2017-06-30 $22M 163k 136.84
2017-03-31 $21M 158k 131.47
2016-12-31 $21M 169k 121.75
2016-09-30 $20M 166k 120.44
2016-06-30 $17M 145k 116.58
2016-03-31 $14M 123k 115.86
2015-12-31 $8.3M 72k 115.86
2015-09-30 $4.7M 44k 107.80
2015-06-30 $4.0M 35k 113.84
2015-03-31 $5.3M 46k 113.95
2014-12-31 $655k 5.9k 111.57
2014-09-30 $460k 4.3k 106.75
2014-06-30 $392k 3.7k 105.26
2014-03-31 $316k 3.2k 99.94
2012-06-30 $105k 1.4k 73.17
2012-03-31 $194k 2.6k 75.52