B. Riley Wealth Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

B. Riley Wealth Advisors’s Portfolio IMCV Stock Details IMCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,406	Closed	-$292K	–	700
2018 Q3	$292K	Buy	5,406 +27	+0.5%	+$1.47K	0.03%	507
2018 Q2	$286K	Sell	5,379 -372	-6%	-$19.7K	0.04%	487
2018 Q1	$299K	Sell	5,751 -204	-3%	-$10.9K	0.04%	455
2017 Q4	$317K	Buy	5,955 +480	+9%	+$24.7K	0.04%	426
2017 Q3	$276K	Buy	5,475 +384	+8%	+$19K	0.05%	402
2017 Q2	$252K	Buy	5,091 +120	+2%	+$5.89K	0.05%	415
2017 Q1	$246K	Buy	+4,971	New	+$245K	0.05%	407

Other funds holding IMCV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

B. Riley Wealth Advisors's IMCV Position: Q4 2018 in Review

B. Riley Wealth Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2018, closing a stake of 5,406 shares — an estimated $292K sold.

B. Riley Wealth Advisors first reported a position in IMCV in Q1 2017 and held it in 7 quarters. The position peaked at $317K in Q4 2017. 69 funds tracked by Wall St. Rank hold IMCV as of Q4 2018.

B. Riley Wealth Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,406 iShares Morningstar Mid-Cap Value ETF shares in Q4 2018, an estimated $292K.
B. Riley Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2017 and held it in 7 quarters.
B. Riley Wealth Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $317K in Q4 2017.
69 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.