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
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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 |
|---|---|---|---|
| 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 |
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