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B. Riley Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

B. Riley Financial’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,860
Closed -$307K – 149
2018
Q3 		$307K Sell
7,860
-1,600
-17% -$60.6K 0.09% 151
2018
Q2 		$342K Sell
9,460
-10,040
-51% -$354K 0.09% 215
2018
Q1 		$664K Buy
19,500
+11,272
+137% +$395K 0.19% 129
2017
Q4 		$277K Buy
8,228
+212
+3% +$6.95K 0.07% 236
2017
Q3 		$251K Sell
8,016
-196
-2% -$6K 0.07% 240
2017
Q2 		$244K Hold
8,212
– – 0.07% 187
2017
Q1 		$234K Hold
8,212
– – 0.12% 130
2016
Q4 		$215K Sell
8,212
-2,536
-24% -$65.8K 0.14% 126
2016
Q3 		$280K Sell
10,748
-4,492
-29% -$117K 0.18% 82
2016
Q2 		$382K Hold
15,240
– – 0.22% 64
2016
Q1 		$380K Buy
+15,240
New +$360K 0.28% 64

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

B. Riley Financial's IWF Position: Q4 2018 in Review

B. Riley Financial sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2018, closing a stake of 7,860 shares — an estimated $307K sold.

B. Riley Financial first reported a position in IWF in Q1 2016 and held it in 11 quarters. The position peaked at $664K in Q1 2018. 1,058 funds tracked by Wall St. Rank hold IWF as of Q4 2018.

  • B. Riley Financial reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 7,860 iShares Russell 1000 Growth ETF shares in Q4 2018, an estimated $307K.
  • B. Riley Financial first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and held it in 11 quarters.
  • B. Riley Financial's iShares Russell 1000 Growth ETF position peaked at $664K in Q1 2018.
  • 1,058 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.