Mariner Wealth Advisors »

iShares Russell 1000 Value Index shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index 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 Russell 1000 Value Index by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $92M 553k 165.25
2023-09-30 $87M 571k 151.82
2023-06-30 $97M 612k 157.83
2023-03-31 $85M 560k 152.26
2022-12-31 $86M 565k 151.65
2022-09-30 $70M 516k 135.99
2022-06-30 $76M 525k 144.97
2022-03-31 $96M 580k 165.98
2021-12-31 $88M 526k 167.93
2021-09-30 $71M 456k 156.51
2021-06-30 $60M 377k 158.62
2021-03-31 $57M 378k 151.55
2020-12-31 $54M 394k 136.73
2020-09-30 $46M 391k 118.13
2020-06-30 $49M 439k 112.62
2020-03-31 $45M 455k 99.39
2019-12-31 $84M 618k 136.48
2019-09-30 $76M 595k 128.26
2019-06-30 $67M 524k 127.22
2019-03-31 $62M 509k 122.04
2018-12-31 $55M 495k 111.05
2018-09-30 $40M 315k 126.62
2018-06-30 $37M 302k 121.38
2018-03-31 $34M 286k 119.81
2017-12-31 $33M 266k 124.31
2017-09-30 $29M 243k 118.45
2017-06-30 $24M 210k 116.48
2017-03-31 $18M 155k 114.99
2016-12-31 $16M 139k 112.06
2016-09-30 $3.1M 30k 105.59
2016-06-30 $7.0M 68k 103.26
2016-03-31 $6.6M 67k 98.79
2015-12-31 $5.8M 60k 97.86
2015-09-30 $22M 240k 93.34
2015-06-30 $7.8M 75k 103.18
2015-03-31 $8.4M 81k 103.10
2014-12-31 $9.5M 91k 104.40
2014-09-30 $11M 113k 100.09
2014-06-30 $11M 113k 101.27
2014-03-31 $7.2M 74k 96.51
2013-12-31 $5.1M 54k 94.16
2013-09-30 $4.9M 57k 86.20
2013-06-30 $4.8M 57k 83.79
2013-03-31 $4.6M 57k 81.17
2012-12-31 $2.5M 35k 72.83
2012-09-30 $1.3M 18k 72.21
2012-06-30 $1.3M 19k 68.24
2012-03-31 $1.4M 20k 70.05
2011-12-31 $368k 5.8k 63.45
2011-03-31 $718k 11k 68.64