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Ishares Tr edge msci minm shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Ishares Tr edge msci minm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge msci minm 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 Tr edge msci minm by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 6.5k 43.05
2025-06-30 $16M 385k 42.01

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Broadcom (AVGO)
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Ishares Tr Core Us Aggbd Et (AGG)
JPMorgan Chase & Co. (JPM)
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Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Mariner Wealth Advisors

Top funds holding Ishares Tr edge msci minm

Mercer Global Advisors
Wells Fargo & Company
Wealth Management Resources
Raymond James Financial
Commonwealth Equity Services
LPL Financial
Brickley Wealth Management
Royal Bank of Canada
Creative Planning
Sagespring Wealth Partners
Kestra Advisory Services
UBS Group
Jpmorgan Chase & Co
Rehmann Capital Advisory
Beacon Pointe Advisors

View all funds holding Ishares Tr edge msci minm