BRWA
B. Riley Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
+23,519
| New | +$2.64M | 0.12% | 162 |
|
|
2024
Q4 | $3.55M | Buy |
34,742
+4,703
| +16% | +$480K | 0.12% | 182 |
|
|
2024
Q3 | $2.87M | Buy |
30,039
+857
| +3% | +$81.8K | 0.08% | 239 |
|
|
2024
Q2 | $2.75M | Buy |
29,182
+24,773
| +562% | +$2.34M | 0.07% | 266 |
|
|
2024
Q1 | $1.69M | Buy |
4,409
+125
| +3% | +$47.8K | 0.05% | 399 |
|
|
2023
Q4 | $1.92M | Sell |
4,284
-125
| -3% | -$56K | 0.05% | 373 |
|
|
2023
Q3 | $1.69M | Hold |
4,409
| – | – | 0.05% | 399 |
|
|
2023
Q2 | $1.73M | Sell |
4,409
-3,717
| -46% | -$1.46M | 0.04% | 410 |
|
|
2023
Q1 | $2.76M | Sell |
8,126
-320
| -4% | -$109K | 0.07% | 266 |
|
|
2022
Q4 | $2.36M | Buy |
8,446
+3,926
| +87% | +$1.1M | 0.07% | 300 |
|
|
2022
Q3 | $1.25M | Sell |
4,520
-45
| -1% | -$12.4K | 0.04% | 436 |
|
|
2022
Q2 | $1.34M | Sell |
4,565
-198
| -4% | -$58.3K | 0.06% | 330 |
|
|
2022
Q1 | $1.85M | Sell |
4,763
-60
| -1% | -$23.3K | 0.06% | 318 |
|
|
2021
Q4 | $2.12M | Sell |
4,823
-10
| -0.2% | -$4.39K | 0.06% | 335 |
|
|
2021
Q3 | $1.95M | Sell |
4,833
-60
| -1% | -$24.2K | 0.06% | 337 |
|
|
2021
Q2 | $1.98M | Buy |
4,893
+10
| +0.2% | +$4.04K | 0.06% | 339 |
|
|
2021
Q1 | $1.76M | Buy |
4,883
+33
| +0.7% | +$11.9K | 0.06% | 338 |
|
|
2020
Q4 | $1.7M | Sell |
4,850
-4,910
| -50% | -$1.72M | 0.09% | 227 |
|
|
2020
Q3 | $2.87M | Buy |
9,760
+5,200
| +114% | +$1.53M | 0.15% | 154 |
|
|
2020
Q2 | $1.27M | Sell |
4,560
-300
| -6% | -$83.8K | 0.09% | 235 |
|
|
2020
Q1 | $1.03M | Sell |
4,860
-53
| -1% | -$11.2K | 0.09% | 231 |
|
|
2019
Q4 | $1.19M | Buy |
4,913
+10
| +0.2% | +$2.42K | 0.1% | 220 |
|
|
2019
Q3 | $1.07M | Sell |
4,903
-135
| -3% | -$29.3K | 0.1% | 216 |
|
|
2019
Q2 | $1.09M | Sell |
5,038
-120
| -2% | -$25.9K | 0.12% | 194 |
|
|
2019
Q1 | $1.06M | Sell |
5,158
-350
| -6% | -$72.2K | 0.13% | 173 |
|
|
2018
Q4 | $946K | Sell |
5,508
-131
| -2% | -$22.5K | 0.13% | 161 |
|
|
2018
Q3 | $1.18M | Sell |
5,639
-255
| -4% | -$53.4K | 0.14% | 163 |
|
|
2018
Q2 | $1.14M | Buy |
5,894
+9
| +0.2% | +$1.74K | 0.15% | 162 |
|
|
2018
Q1 | $1.06M | Sell |
5,885
-6,005
| -51% | -$1.08M | 0.15% | 160 |
|
|
2017
Q4 | $2.01M | Sell |
11,890
-90
| -0.8% | -$15.2K | 0.27% | 99 |
|
|
2017
Q3 | $1.86M | Sell |
11,980
-270
| -2% | -$41.9K | 0.31% | 88 |
|
|
2017
Q2 | $1.77M | Sell |
12,250
-200
| -2% | -$28.9K | 0.32% | 88 |
|
|
2017
Q1 | $1.72M | Sell |
12,450
-40
| -0.3% | -$5.54K | 0.34% | 74 |
|
|
2016
Q4 | $1.55M | Hold |
12,490
| – | – | 0.31% | 86 |
|
|
2016
Q3 | $773K | Hold |
12,490
| – | – | 0.15% | 173 |
|
|
2016
Q2 | $688K | Sell |
12,490
-30
| -0.2% | -$1.65K | 0.14% | 185 |
|
|
2016
Q1 | $693K | Sell |
12,520
-830
| -6% | -$45.9K | 0.16% | 159 |
|
|
2015
Q4 | $1.48M | Buy |
13,350
+6,662
| +100% | +$738K | 0.3% | 86 |
|
|
2015
Q3 | $671K | Sell |
6,688
-22
| -0.3% | -$2.21K | 0.16% | 173 |
|
|
2015
Q2 | $696K | Hold |
6,710
| – | – | 0.17% | 163 |
|
|
2015
Q1 | $692K | Sell |
6,710
-6,810
| -50% | -$702K | 0.17% | 158 |
|
|
2014
Q4 | $7.58K | Buy |
13,520
+6,740
| +99% | +$3.78K | 0.16% | 145 |
|
|
2014
Q3 | $664K | Sell |
6,780
-6,780
| -50% | -$664K | 0.17% | 157 |
|
|
2014
Q2 | $646K | Buy |
13,560
+6,780
| +100% | +$323K | 0.15% | 152 |
|
|
2014
Q1 | $617K | Hold |
6,780
| – | – | 0.19% | 131 |
|
|
2013
Q4 | $607K | Hold |
6,780
| – | – | 0.19% | 126 |
|
|
2013
Q3 | $541K | Sell |
6,780
-22
| -0.3% | -$1.76K | 0.19% | 130 |
|
|
2013
Q2 | $506K | Buy |
+6,802
| New | +$506K | 0.17% | 146 |
|