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B. Riley Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

B. Riley Wealth Advisors’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,980
Closed -$291K – 1207
2025
Q1 		$291K Buy
+2,980
New +$314K 0.01% 985
2024
Q4 		– Sell
-6,739
Closed -$710K – 1213
2024
Q3 		$710K Sell
6,739
-8,446
-56% -$877K 0.02% 605
2024
Q2 		$1.48M Buy
15,185
+2,275
+18% +$224K 0.04% 424
2024
Q1 		$1.16M Sell
12,910
-65,721
-84% -$6.52M 0.03% 480
2023
Q4 		$8.1M Buy
78,631
+65,721
+509% +$5.99M 0.22% 100
2023
Q3 		$1.16M Sell
12,910
-10,961
-46% -$1.04M 0.03% 480
2023
Q2 		$2.27M Sell
23,871
-6,432
-21% -$588K 0.05% 337
2023
Q1 		$2.84M Sell
30,303
-10,752
-26% -$1.05M 0.08% 262
2022
Q4 		$3.75M Buy
41,055
+4,168
+11% +$384K 0.11% 212
2022
Q3 		$3.04M Sell
36,887
-33,945
-48% -$3.14M 0.09% 224
2022
Q2 		$6.31M Buy
70,832
+33,084
+88% +$3.17M 0.27% 83
2022
Q1 		$3.87M Buy
37,748
+1,831
+5% +$187K 0.13% 173
2021
Q4 		$3.75M Buy
35,917
+137
+0.4% +$14.4K 0.11% 198
2021
Q3 		$3.66M Sell
35,780
-47,756
-57% -$4.82M 0.12% 193
2021
Q2 		$8.75M Buy
83,536
+48,616
+139% +$5.08M 0.28% 73
2021
Q1 		$3.28M Buy
34,920
+7,902
+29% +$748K 0.12% 198
2020
Q4 		$2.2M Buy
+27,018
New +$1.96M 0.12% 188
2019
Q4 		– Sell
-25,518
Closed -$1.92M – 877
2019
Q3 		$1.92M Buy
+25,518
New +$1.88M 0.19% 118
2016
Q4 		– Sell
-3,524
Closed -$220K – 581
2016
Q3 		$220K Buy
+3,524
New +$216K 0.04% 507
2015
Q1 		– Sell
-1,986
Closed -$117K – 1244
2014
Q4 		$117K Buy
+1,986
New +$112K ﹤0.01% 1635
2014
Q3 		– Sell
-2,518
Closed -$145K – 1245
2014
Q2 		$145K Buy
+2,518
New +$141K 0.03% 574

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

B. Riley Wealth Advisors's IJS Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 2,980 shares — an estimated $291K sold.

B. Riley Wealth Advisors first reported a position in IJS in Q2 2014 and held it in 21 quarters. The position peaked at $8.75M in Q2 2021. 783 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,980 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $291K.
  • B. Riley Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2014 and held it in 21 quarters.
  • B. Riley Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $8.75M in Q2 2021.
  • 783 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.