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

View all positions for Mariner Wealth Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Bank of New York Mellon
Cullen Frost Bankers
Midland Wealth Advisors
Royal Bank of Canada
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

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