iShares Russell 3000 Index shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $26M | 78k | 326.73 |
| 2024-06-30 | $23M | 76k | 308.67 |
| 2024-03-31 | $23M | 77k | 300.08 |
| 2023-12-31 | $21M | 77k | 273.74 |
| 2023-09-30 | $19M | 78k | 245.06 |
| 2023-06-30 | $18M | 69k | 254.48 |
| 2023-03-31 | $19M | 80k | 235.41 |
| 2022-12-31 | $18M | 82k | 220.68 |
| 2022-09-30 | $17M | 83k | 207.04 |
| 2022-06-30 | $18M | 83k | 217.39 |
| 2022-03-31 | $17M | 63k | 262.37 |
| 2021-12-31 | $16M | 58k | 277.50 |
| 2021-09-30 | $16M | 62k | 254.85 |
| 2021-06-30 | $15M | 57k | 255.91 |
| 2021-03-31 | $14M | 57k | 237.23 |
| 2020-12-31 | $12M | 53k | 223.56 |
| 2020-09-30 | $10M | 52k | 195.71 |
| 2020-06-30 | $10M | 55k | 180.05 |
| 2020-03-31 | $8.9M | 59k | 149.26 |
| 2019-12-31 | $11M | 58k | 188.48 |
| 2019-09-30 | $10M | 60k | 173.77 |
| 2019-06-30 | $12M | 69k | 172.37 |
| 2019-03-31 | $10M | 62k | 166.71 |
| 2018-12-31 | $8.8M | 60k | 146.92 |
| 2018-09-30 | $5.5M | 32k | 172.29 |
| 2018-06-30 | $5.1M | 32k | 162.30 |
| 2018-03-31 | $4.7M | 30k | 156.35 |
| 2017-12-31 | $4.3M | 27k | 158.16 |
| 2017-09-30 | $4.0M | 27k | 149.28 |
| 2017-06-30 | $3.8M | 26k | 144.00 |
| 2017-03-31 | $3.8M | 27k | 139.90 |
| 2016-12-31 | $1.8M | 14k | 132.99 |
| 2016-09-30 | $1.7M | 13k | 136.36 |
| 2016-06-30 | $1.5M | 12k | 124.06 |
| 2016-03-31 | $1.2M | 10k | 120.87 |
| 2015-12-31 | $2.1M | 18k | 120.36 |
| 2015-09-30 | $2.9M | 26k | 113.92 |
| 2012-06-30 | $10k | 130 | 76.92 |
| 2012-03-31 | $11k | 130 | 84.62 |