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Ishares Tr dev val factor shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Ishares Tr dev val factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr dev val factor 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 Tr dev val factor by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $328k 12k 26.51
2022-03-31 $339k 13k 25.44

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 Tr dev val factor

Mercer Global Advisors
Jpmorgan Chase & Co
Sequoia Financial Advisors
Wealthsource Partners
Bank of America Corporation
Janney Montgomery Scott
Armbruster Capital Management
Buckingham Asset Management
Kathmere Capital Management
JNBA Financial Advisors
Fft Wealth Management
Ackerman Capital Advisors
Atlas Capital Advisors
TCG Advisory Services
Plan

View all funds holding Ishares Tr dev val factor