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iShares Dow Jones US Financial Svc. shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in iShares Dow Jones US Financial Svc.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. 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 Dow Jones US Financial Svc. by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 13k 179.20
2023-09-30 $2.1M 14k 154.64
2023-06-30 $2.2M 14k 157.99
2023-03-31 $2.0M 14k 150.92
2022-12-31 $1.8M 12k 157.56
2022-09-30 $1.7M 12k 141.26
2022-06-30 $1.8M 12k 148.22
2022-03-31 $6.6M 37k 180.34
2021-12-31 $4.2M 22k 193.09
2021-09-30 $4.2M 22k 188.20
2019-06-30 $305k 2.3k 133.89
2019-03-31 $231k 1.9k 124.86
2018-12-31 $208k 1.9k 112.43
2018-09-30 $247k 1.9k 133.51
2012-06-30 $21k 405 51.85
2012-03-31 $4.0k 75 53.33