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iShares Morningstar Small Value shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value 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 Morningstar Small Value by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $759k 12k 63.41
2024-09-30 $1.0M 16k 63.48
2024-06-30 $948k 16k 57.91
2024-03-31 $1.0M 16k 61.20
2023-12-31 $973k 16k 59.21
2023-09-30 $645k 13k 51.78
2023-06-30 $649k 12k 54.02
2023-03-31 $617k 12k 52.15
2022-12-31 $616k 12k 52.07
2022-09-30 $562k 12k 47.50
2022-06-30 $595k 12k 50.29
2022-03-31 $742k 13k 58.74
2021-12-31 $691k 12k 59.45
2021-09-30 $661k 12k 56.87
2021-06-30 $683k 12k 58.76
2019-06-30 $565k 4.1k 137.04
2019-03-31 $568k 4.1k 137.76
2018-12-31 $508k 4.1k 123.21
2018-09-30 $228k 1.5k 153.64
2018-06-30 $226k 1.5k 152.29
2018-03-31 $212k 1.5k 142.86
2017-12-31 $257k 1.7k 152.16
2017-09-30 $248k 1.7k 146.83
2017-06-30 $238k 1.7k 140.91
2017-03-31 $244k 1.7k 144.46
2016-12-31 $241k 1.7k 142.69
2016-09-30 $220k 1.7k 130.25
2016-06-30 $205k 1.7k 121.37
2016-03-31 $222k 1.9k 119.48
2015-12-31 $213k 1.9k 114.64
2015-09-30 $334k 3.0k 112.50
2015-06-30 $213k 1.7k 126.11
2012-06-30 $21k 242 86.78
2012-03-31 $21k 242 86.78

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)
Tesla Motors (TSLA)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
JPMorgan Chase & Co. (JPM)

View all positions for Mariner Wealth Advisors

Top funds holding iShares Morningstar Small Value

Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
Bank of America Corporation
Raymond James Financial
Raymond James Financial Services Advisors
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Northwestern Mutual Wealth Management Company
Merriman Wealth Management
Christopher J. Hasenberg
H D Vest Advisory Services

View all funds holding iShares Morningstar Small Value