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

B. Riley Financial’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-62,052
Closed -$3.42M – 152
2018
Q3 		$3.42M Sell
62,052
-8,196
-12% -$449K 0.97% 22
2018
Q2 		$3.73M Sell
70,248
-2,256
-3% -$119K 0.98% 20
2018
Q1 		$3.74M Sell
72,504
-680
-0.9% -$35.8K 1.04% 18
2017
Q4 		$3.81M Sell
73,184
-252
-0.3% -$12.8K 0.99% 21
2017
Q3 		$3.62M Buy
73,436
+2,264
+3% +$109K 0.99% 19
2017
Q2 		$3.42M Buy
71,172
+7,224
+11% +$343K 0.93% 23
2017
Q1 		$2.99M Buy
63,948
+1,840
+3% +$85.3K 1.5% 12
2016
Q4 		$2.78M Buy
62,108
+1,876
+3% +$82K 1.85% 11
2016
Q3 		$2.63M Sell
60,232
-640
-1% -$27.7K 1.68% 13
2016
Q2 		$2.56M Buy
60,872
+3,688
+6% +$152K 1.48% 14
2016
Q1 		$2.33M Sell
57,184
-1,608
-3% -$61.2K 1.71% 15
2015
Q4 		$2.35M Buy
+58,792
New +$2.4M 1.7% 12

Other funds holding IWR

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

B. Riley Financial sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2018, closing a stake of 62,052 shares — an estimated $3.42M sold.

B. Riley Financial first reported a position in IWR in Q4 2015 and held it in 12 quarters. The position peaked at $3.81M in Q4 2017. 746 funds tracked by Wall St. Rank hold IWR as of Q4 2018.

  • B. Riley Financial reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 62,052 iShares Russell Mid-Cap ETF shares in Q4 2018, an estimated $3.42M.
  • B. Riley Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and held it in 12 quarters.
  • B. Riley Financial's iShares Russell Mid-Cap ETF position peaked at $3.81M in Q4 2017.
  • 746 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2018.

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