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iShares Russell 2000 Value Index shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index 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 Russell 2000 Value Index by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $31M 199k 155.33
2023-09-30 $22M 161k 135.55
2023-06-30 $23M 161k 140.80
2023-03-31 $22M 161k 137.02
2022-12-31 $23M 164k 138.67
2022-09-30 $20M 153k 128.93
2022-06-30 $18M 136k 136.15
2022-03-31 $20M 123k 161.41
2021-12-31 $21M 128k 166.05
2021-09-30 $21M 130k 160.23
2021-06-30 $11M 69k 165.77
2021-03-31 $11M 66k 159.47
2020-12-31 $9.5M 72k 131.75
2020-09-30 $4.9M 50k 99.34
2020-06-30 $5.8M 60k 97.46
2020-03-31 $5.0M 56k 88.54
2019-12-31 $7.5M 59k 128.58
2019-09-30 $7.2M 61k 119.42
2019-06-30 $7.3M 61k 120.49
2019-03-31 $5.9M 49k 119.91
2018-12-31 $6.2M 58k 107.51
2018-09-30 $5.6M 42k 132.99
2018-06-30 $5.8M 44k 131.87
2018-03-31 $4.1M 33k 121.90
2017-12-31 $4.4M 35k 125.84
2017-09-30 $3.4M 28k 124.00
2017-06-30 $3.2M 27k 118.76
2017-03-31 $1.5M 13k 118.20
2016-12-31 $1.5M 12k 118.89
2016-09-30 $1.3M 12k 105.26
2016-06-30 $1.2M 12k 97.36
2016-03-31 $1.4M 15k 93.22
2015-12-31 $1.4M 15k 91.93
2015-09-30 $208k 2.3k 90.20
2015-06-30 $235k 2.3k 101.91
2015-03-31 $238k 2.3k 103.21
2014-12-31 $373k 3.7k 101.61
2014-09-30 $334k 3.6k 93.64
2014-06-30 $283k 2.7k 103.13
2014-03-31 $278k 2.8k 100.98
2013-12-31 $261k 2.6k 99.43
2013-09-30 $218k 2.4k 91.56
2013-06-30 $211k 2.5k 85.81
2012-06-30 $61k 865 70.52
2012-03-31 $63k 865 72.83
2011-12-31 $246k 3.7k 65.65
2011-09-30 $263k 4.6k 57.03