B. Riley Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

B. Riley Financial’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-47,144	Closed	-$3.07M	–	241
2018 Q2	$3.07M	Buy	47,144 +8,452	+22%	+$532K	0.8%	25
2018 Q1	$2.38M	Buy	38,692 +29,986	+344%	+$1.87M	0.66%	36
2017 Q4	$525K	Sell	8,706 -9,844	-53%	-$579K	0.14%	156
2017 Q3	$1.05M	Buy	+18,550	New	+$1.02M	0.29%	93

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

B. Riley Financial sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2018, closing a stake of 47,144 shares — an estimated $3.07M sold.

B. Riley Financial first reported a position in IWP in Q3 2017 and held it in 4 quarters. The position peaked at $3.07M in Q2 2018. 510 funds tracked by Wall St. Rank hold IWP as of Q3 2018.

B. Riley Financial reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
B. Riley Financial sold 47,144 iShares Russell Mid-Cap Growth ETF shares in Q3 2018, an estimated $3.07M.
B. Riley Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and held it in 4 quarters.
B. Riley Financial's iShares Russell Mid-Cap Growth ETF position peaked at $3.07M in Q2 2018.
510 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2018.

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