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B. Riley Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

B. Riley Financial’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,116
Closed -$455K – 151
2018
Q3 		$455K Sell
2,116
-2,146
-50% -$458K 0.13% 115
2018
Q2 		$883K Buy
4,262
+477
+13% +$95.4K 0.23% 81
2018
Q1 		$721K Buy
3,785
+1,369
+57% +$263K 0.2% 117
2017
Q4 		$451K Hold
2,416
– – 0.12% 177
2017
Q3 		$432K Hold
2,416
– – 0.12% 178
2017
Q2 		$408K Hold
2,416
– – 0.11% 162
2017
Q1 		$391K Buy
2,416
+779
+48% +$124K 0.2% 110
2016
Q4 		$252K Buy
1,637
+218
+15% +$32.5K 0.17% 106
2016
Q3 		$211K Buy
+1,419
New +$207K 0.14% 127

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

B. Riley Financial sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2018, closing a stake of 2,116 shares — an estimated $455K sold.

B. Riley Financial first reported a position in IWO in Q3 2016 and held it in 9 quarters. The position peaked at $883K in Q2 2018. 642 funds tracked by Wall St. Rank hold IWO as of Q4 2018.

  • B. Riley Financial reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 2,116 iShares Russell 2000 Growth ETF shares in Q4 2018, an estimated $455K.
  • B. Riley Financial first reported a position in iShares Russell 2000 Growth ETF in Q3 2016 and held it in 9 quarters.
  • B. Riley Financial's iShares Russell 2000 Growth ETF position peaked at $883K in Q2 2018.
  • 642 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2018.

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