BRWA
B. Riley Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+1,683
| New | +$224K | 0.01% | 818 |
|
|
2024
Q4 | $463K | Sell |
3,423
-16
| -0.5% | -$2.17K | 0.02% | 721 |
|
|
2024
Q3 | $478K | Sell |
3,439
-458
| -12% | -$63.7K | 0.01% | 755 |
|
|
2024
Q2 | $501K | Sell |
3,897
-992
| -20% | -$127K | 0.01% | 817 |
|
|
2024
Q1 | $538K | Buy |
4,889
+339
| +7% | +$37.3K | 0.01% | 756 |
|
|
2023
Q4 | $569K | Sell |
4,550
-339
| -7% | -$42.4K | 0.02% | 752 |
|
|
2023
Q3 | $538K | Buy |
4,889
+252
| +5% | +$27.7K | 0.01% | 756 |
|
|
2023
Q2 | $533K | Sell |
4,637
-453
| -9% | -$52.1K | 0.01% | 820 |
|
|
2023
Q1 | $560K | Sell |
5,090
-16,567
| -76% | -$1.82M | 0.01% | 758 |
|
|
2022
Q4 | $2.34M | Buy |
21,657
+14,443
| +200% | +$1.56M | 0.07% | 303 |
|
|
2022
Q3 | $734K | Buy |
7,214
+1,884
| +35% | +$192K | 0.02% | 618 |
|
|
2022
Q2 | $562K | Sell |
5,330
-416
| -7% | -$43.9K | 0.02% | 610 |
|
|
2022
Q1 | $719K | Sell |
5,746
-550
| -9% | -$68.8K | 0.02% | 584 |
|
|
2021
Q4 | $874K | Sell |
6,296
-1,680
| -21% | -$233K | 0.03% | 578 |
|
|
2021
Q3 | $1.04M | Buy |
7,976
+2,788
| +54% | +$363K | 0.03% | 508 |
|
|
2021
Q2 | $689K | Buy |
5,188
+1,468
| +39% | +$195K | 0.02% | 643 |
|
|
2021
Q1 | $477K | Sell |
3,720
-9
| -0.2% | -$1.15K | 0.02% | 754 |
|
|
2020
Q4 | $426K | Buy |
3,729
+1,871
| +101% | +$214K | 0.02% | 594 |
|
|
2020
Q3 | $326K | Sell |
1,858
-10,360
| -85% | -$1.82M | 0.02% | 694 |
|
|
2020
Q2 | $2.08M | Buy |
+12,218
| New | +$2.08M | 0.14% | 164 |
|
|
2016
Q4 | – | Sell |
-16,468
| Closed | -$2.26M | – | 582 |
|
|
2016
Q3 | $2.26M | Sell |
16,468
-112
| -0.7% | -$15.4K | 0.44% | 51 |
|
|
2016
Q2 | $2.13M | Buy |
16,580
+487
| +3% | +$62.6K | 0.43% | 52 |
|
|
2016
Q1 | $2M | Sell |
16,093
-188
| -1% | -$23.4K | 0.46% | 51 |
|
|
2015
Q4 | $2.02M | Sell |
16,281
-157
| -1% | -$19.5K | 0.41% | 59 |
|
|
2015
Q3 | $1.98M | Sell |
16,438
-27
| -0.2% | -$3.24K | 0.47% | 42 |
|
|
2015
Q2 | $2.16M | Sell |
16,465
-1,259
| -7% | -$165K | 0.54% | 36 |
|
|
2015
Q1 | $2.31M | Buy |
17,724
+1,402
| +9% | +$182K | 0.56% | 30 |
|
|
2014
Q4 | $2K | Buy |
16,322
+565
| +4% | +$69 | 0.04% | 562 |
|
|
2014
Q3 | $1.77M | Sell |
15,757
-16,983
| -52% | -$1.91M | 0.46% | 38 |
|
|
2014
Q2 | $1.99M | Buy |
32,740
+17,258
| +111% | +$1.05M | 0.47% | 35 |
|
|
2014
Q1 | $1.84M | Buy |
15,482
+662
| +4% | +$78.8K | 0.56% | 34 |
|
|
2013
Q4 | $1.76M | Buy |
14,820
+64
| +0.4% | +$7.59K | 0.56% | 28 |
|
|
2013
Q3 | $1.6M | Buy |
14,756
+136
| +0.9% | +$14.7K | 0.55% | 31 |
|
|
2013
Q2 | $1.42M | Buy |
+14,620
| New | +$1.42M | 0.48% | 41 |
|