Mariner Wealth Advisors »

iShares Russell Midcap Value Index shares owned by Mariner Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $34M 288k 116.29
2023-09-30 $30M 290k 104.34
2023-06-30 $32M 288k 109.84
2023-03-31 $31M 291k 106.20
2022-12-31 $29M 278k 105.34
2022-09-30 $29M 297k 96.05
2022-06-30 $31M 302k 101.57
2022-03-31 $36M 299k 119.64
2021-12-31 $33M 269k 122.38
2021-09-30 $26M 226k 113.25
2021-06-30 $15M 131k 114.98
2021-03-31 $13M 122k 109.30
2020-12-31 $12M 121k 96.96
2020-09-30 $13M 160k 80.84
2020-06-30 $13M 172k 76.53
2020-03-31 $7.4M 114k 65.12
2019-12-31 $11M 111k 94.77
2019-09-30 $10M 111k 89.70
2019-06-30 $9.7M 109k 89.13
2019-03-31 $8.3M 96k 86.86
2018-12-31 $7.4M 97k 76.35
2018-09-30 $7.9M 87k 90.21
2018-06-30 $7.3M 83k 88.49
2018-03-31 $4.4M 51k 86.44
2017-12-31 $4.8M 54k 89.16
2017-09-30 $4.9M 58k 84.95
2017-06-30 $4.5M 54k 84.09
2017-03-31 $4.9M 59k 82.97
2016-12-31 $5.2M 64k 80.46
2016-09-30 $3.9M 51k 76.92
2016-06-30 $3.6M 48k 74.36
2016-03-31 $3.2M 45k 70.98
2015-12-31 $2.5M 36k 68.61
2015-09-30 $1.1M 17k 67.23
2015-06-30 $957k 13k 73.89
2015-03-31 $1.0M 13k 75.41
2014-12-31 $745k 10k 73.78
2014-09-30 $686k 9.8k 70.04
2014-06-30 $925k 13k 72.58
2014-03-31 $626k 9.1k 68.75
2013-12-31 $598k 9.1k 65.67
2013-09-30 $284k 4.7k 61.01
2013-06-30 $540k 9.3k 57.96
2013-03-31 $381k 6.7k 56.94
2012-12-31 $207k 4.1k 50.12
2012-09-30 $201k 4.1k 48.67
2012-06-30 $407k 8.8k 46.29
2012-03-31 $311k 6.5k 48.13
2011-03-31 $239k 5.0k 48.14