Mariner Wealth Advisors »

iShares Morningstar Mid Value Idx shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in iShares Morningstar Mid Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Value Idx held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Value Idx by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 56k 76.64
2024-06-30 $3.8M 55k 70.24
2024-03-31 $4.1M 56k 72.55
2023-12-31 $3.4M 51k 67.72
2023-09-30 $3.1M 52k 60.59
2023-06-30 $2.7M 43k 63.70
2023-03-31 $2.8M 45k 61.89
2022-12-31 $2.5M 40k 62.05

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 Morningstar Mid Value Idx

Morgan Stanley
Equitable Holdings
Orgel Wealth Management
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
LPL Financial
Advisor Group Holdings
Black Diamond Financial
swisspartners Advisors
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx