BRF
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B. Riley Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

B. Riley Financial’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-12,852
Closed -$539K – 240
2018
Q2 		$539K Buy
12,852
+1,760
+16% +$70.7K 0.14% 124
2018
Q1 		$430K Sell
11,092
-15,272
-58% -$609K 0.12% 174
2017
Q4 		$1.01M Buy
26,364
+284
+1% +$10.6K 0.26% 95
2017
Q3 		$935K Buy
+26,080
New +$919K 0.26% 101

Other funds holding IVW

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

B. Riley Financial's IVW Position: Q3 2018 in Review

B. Riley Financial sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2018, closing a stake of 12,852 shares — an estimated $539K sold.

B. Riley Financial first reported a position in IVW in Q3 2017 and held it in 4 quarters. The position peaked at $1.01M in Q4 2017. 752 funds tracked by Wall St. Rank hold IVW as of Q3 2018.

  • B. Riley Financial reported no remaining iShares S&P 500 Growth ETF position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 12,852 iShares S&P 500 Growth ETF shares in Q3 2018, an estimated $539K.
  • B. Riley Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and held it in 4 quarters.
  • B. Riley Financial's iShares S&P 500 Growth ETF position peaked at $1.01M in Q4 2017.
  • 752 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.