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iShares S&P SmallCap 600 Value Idx shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 SmallCap 600 Value Idx by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 235k 107.66
2024-06-30 $23M 239k 97.27
2024-03-31 $25M 241k 102.76
2023-12-31 $26M 255k 103.07
2023-09-30 $23M 262k 89.22
2023-06-30 $28M 290k 95.09
2023-03-31 $29M 305k 93.59
2022-12-31 $34M 367k 91.31
2022-09-30 $27M 322k 82.45
2022-06-30 $30M 341k 89.03
2022-03-31 $35M 345k 102.39
2021-12-31 $37M 354k 104.49
2021-09-30 $35M 348k 100.67
2021-06-30 $29M 279k 105.43
2021-03-31 $28M 280k 100.74
2020-12-31 $23M 277k 81.31
2020-09-30 $16M 133k 122.42
2020-06-30 $17M 143k 120.37
2020-03-31 $16M 159k 100.12
2019-12-31 $35M 217k 160.80
2019-09-30 $31M 203k 150.19
2019-06-30 $29M 192k 148.62
2019-03-31 $26M 176k 147.54
2018-12-31 $11M 182k 57.44
2018-09-30 $20M 120k 166.93
2018-06-30 $19M 114k 163.27
2018-03-31 $15M 102k 150.84
2017-12-31 $14M 94k 153.57
2017-09-30 $13M 89k 148.30
2017-06-30 $12M 86k 139.83
2017-03-31 $11M 82k 138.68
2016-12-31 $12M 84k 139.84
2016-09-30 $12M 96k 128.00
2016-06-30 $11M 94k 116.86
2016-03-31 $10M 92k 113.19
2015-12-31 $8.0M 74k 108.03
2015-09-30 $3.5M 33k 104.79
2015-06-30 $2.3M 20k 117.78
2015-03-31 $1.6M 14k 118.92
2014-12-31 $1.4M 12k 117.97
2014-09-30 $784k 7.3k 107.28
2014-06-30 $741k 6.4k 115.42
2014-03-31 $713k 6.3k 113.39
2013-12-31 $603k 5.4k 111.32
2013-09-30 $459k 4.5k 102.14
2013-06-30 $219k 2.3k 93.55
2012-06-30 $2.0k 22 90.91
2012-03-31 $199k 2.5k 78.41

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 SmallCap 600 Value Idx

Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Ameriprise Financial
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management

View all funds holding iShares S&P SmallCap 600 Value Idx