BRWA
B. Riley Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
+82,294
| New | +$5.1M | 0.24% | 87 |
|
|
2024
Q4 | $5.54M | Sell |
88,914
-6,112
| -6% | -$381K | 0.18% | 125 |
|
|
2024
Q3 | $5.89M | Sell |
95,026
-8,444
| -8% | -$524K | 0.16% | 137 |
|
|
2024
Q2 | $6.06M | Buy |
103,470
+71,243
| +221% | +$4.17M | 0.15% | 134 |
|
|
2024
Q1 | $8.07M | Buy |
32,227
+11,808
| +58% | +$2.96M | 0.22% | 98 |
|
|
2023
Q4 | $5.66M | Sell |
20,419
-11,808
| -37% | -$3.27M | 0.15% | 153 |
|
|
2023
Q3 | $8.07M | Buy |
32,227
+9,816
| +44% | +$2.46M | 0.22% | 98 |
|
|
2023
Q2 | $5.86M | Sell |
22,411
-466
| -2% | -$122K | 0.13% | 163 |
|
|
2023
Q1 | $5.72M | Sell |
22,877
-2,826
| -11% | -$707K | 0.15% | 152 |
|
|
2022
Q4 | $6.22M | Buy |
25,703
+4,735
| +23% | +$1.15M | 0.17% | 139 |
|
|
2022
Q3 | $4.6M | Buy |
20,968
+6,407
| +44% | +$1.4M | 0.14% | 165 |
|
|
2022
Q2 | $3.3M | Sell |
14,561
-106
| -0.7% | -$24K | 0.14% | 156 |
|
|
2022
Q1 | $3.94M | Sell |
14,667
-4,535
| -24% | -$1.22M | 0.13% | 170 |
|
|
2021
Q4 | $5.44M | Buy |
19,202
+282
| +1% | +$79.8K | 0.16% | 140 |
|
|
2021
Q3 | $4.99M | Buy |
18,920
+643
| +4% | +$169K | 0.16% | 138 |
|
|
2021
Q2 | $4.9M | Sell |
18,277
-16,457
| -47% | -$4.41M | 0.16% | 149 |
|
|
2021
Q1 | $8.99M | Buy |
34,734
+24,381
| +235% | +$6.31M | 0.32% | 62 |
|
|
2020
Q4 | $2.38M | Buy |
10,353
+176
| +2% | +$40.5K | 0.13% | 177 |
|
|
2020
Q3 | $1.86M | Buy |
10,177
+2,880
| +39% | +$527K | 0.1% | 208 |
|
|
2020
Q2 | $1.3M | Sell |
7,297
-882
| -11% | -$157K | 0.09% | 231 |
|
|
2020
Q1 | $1.18M | Sell |
8,179
-10,660
| -57% | -$1.54M | 0.1% | 207 |
|
|
2019
Q4 | $3.88M | Buy |
18,839
+9,266
| +97% | +$1.91M | 0.33% | 69 |
|
|
2019
Q3 | $1.85M | Buy |
9,573
+142
| +2% | +$27.4K | 0.18% | 127 |
|
|
2019
Q2 | $1.83M | Sell |
9,431
-4,498
| -32% | -$874K | 0.2% | 101 |
|
|
2019
Q1 | $2.64M | Buy |
13,929
+1,605
| +13% | +$304K | 0.33% | 60 |
|
|
2018
Q4 | $2.05M | Sell |
12,324
-7,662
| -38% | -$1.27M | 0.29% | 76 |
|
|
2018
Q3 | $4.03M | Buy |
19,986
+8,689
| +77% | +$1.75M | 0.48% | 45 |
|
|
2018
Q2 | $2.2M | Buy |
11,297
+594
| +6% | +$116K | 0.29% | 78 |
|
|
2018
Q1 | $2.01M | Sell |
10,703
-1,893
| -15% | -$355K | 0.28% | 84 |
|
|
2017
Q4 | $2.39M | Buy |
12,596
+1,671
| +15% | +$317K | 0.32% | 81 |
|
|
2017
Q3 | $1.96M | Buy |
10,925
+1,872
| +21% | +$335K | 0.33% | 85 |
|
|
2017
Q2 | $1.58M | Sell |
9,053
-598
| -6% | -$104K | 0.29% | 102 |
|
|
2017
Q1 | $1.65M | Sell |
9,651
-1,391
| -13% | -$238K | 0.33% | 78 |
|
|
2016
Q4 | $1.83M | Sell |
11,042
-752
| -6% | -$124K | 0.37% | 70 |
|
|
2016
Q3 | $1.39M | Sell |
11,794
-1,818
| -13% | -$214K | 0.27% | 93 |
|
|
2016
Q2 | $1.42M | Sell |
13,612
-1,071
| -7% | -$112K | 0.28% | 85 |
|
|
2016
Q1 | $1.38M | Buy |
14,683
+4,014
| +38% | +$377K | 0.32% | 74 |
|
|
2015
Q4 | $1.49M | Buy |
10,669
+2,377
| +29% | +$331K | 0.3% | 83 |
|
|
2015
Q3 | $1.13M | Sell |
8,292
-10,674
| -56% | -$1.46M | 0.27% | 95 |
|
|
2015
Q2 | $2.85M | Buy |
18,966
+4,568
| +32% | +$687K | 0.71% | 21 |
|
|
2015
Q1 | $2.19M | Sell |
14,398
-3,700
| -20% | -$562K | 0.53% | 36 |
|
|
2014
Q4 | $5.01K | Sell |
18,098
-10,645
| -37% | -$2.95K | 0.11% | 245 |
|
|
2014
Q3 | $3.93M | Sell |
28,743
-12,724
| -31% | -$1.74M | 1.02% | 8 |
|
|
2014
Q2 | $3.04M | Buy |
41,467
+34,722
| +515% | +$2.55M | 0.71% | 14 |
|
|
2014
Q1 | $927K | Sell |
6,745
-41,611
| -86% | -$5.72M | 0.28% | 79 |
|
|
2013
Q4 | $6.47M | Buy |
48,356
+41,545
| +610% | +$5.56M | 2.07% | 2 |
|
|
2013
Q3 | $845K | Buy |
6,811
+605
| +10% | +$75.1K | 0.29% | 80 |
|
|
2013
Q2 | $717K | Buy |
+6,206
| New | +$717K | 0.24% | 95 |
|