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iShares S&P MidCap 400 Value Index shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value 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 MidCap 400 Value Index by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 170k 123.62
2024-06-30 $19M 171k 113.46
2024-03-31 $20M 168k 118.29
2023-12-31 $19M 169k 114.04
2023-09-30 $17M 166k 100.93
2023-06-30 $15M 142k 107.13
2023-03-31 $14M 139k 102.77
2022-12-31 $16M 158k 100.80
2022-09-30 $11M 126k 90.00
2022-06-30 $12M 122k 94.42
2022-03-31 $14M 123k 109.64
2021-12-31 $13M 119k 110.68
2021-09-30 $12M 113k 103.04
2021-06-30 $7.9M 75k 105.34
2021-03-31 $7.5M 74k 101.93
2020-12-31 $6.5M 75k 86.30
2020-09-30 $5.2M 39k 134.85
2020-06-30 $5.6M 42k 132.93
2020-03-31 $5.0M 46k 110.56
2019-12-31 $7.5M 44k 170.72
2019-09-30 $6.7M 42k 159.89
2019-06-30 $6.6M 41k 159.47
2019-03-31 $4.5M 29k 156.97
2018-12-31 $3.9M 28k 138.37
2018-09-30 $2.8M 17k 167.31
2018-06-30 $2.6M 16k 162.04
2018-03-31 $2.3M 15k 154.47
2017-12-31 $2.2M 13k 160.13
2017-09-30 $685k 4.5k 152.51
2017-06-30 $667k 4.5k 148.69
2017-03-31 $645k 4.3k 148.69
2016-12-31 $652k 4.5k 145.42
2016-09-30 $376k 2.8k 132.82
2016-06-30 $232k 1.8k 128.18
2016-03-31 $221k 1.8k 123.88
2015-12-31 $221k 1.9k 117.43
2015-09-30 $206k 1.8k 115.47
2015-06-30 $761k 5.9k 128.86
2015-03-31 $273k 2.1k 130.94
2014-12-31 $267k 2.1k 128.06

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Broadcom (AVGO)

View all positions for Mariner Wealth Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P MidCap 400 Value Index