B. Riley Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$226K	Buy	4,578 +205	+5%	+$10.4K	0.01%	989
2024 Q3	$213K	Buy	+4,373	New	+$206K	0.01%	1114
2021 Q1	–	Sell	-6,726	Closed	-$341K	–	1383
2020 Q4	$341K	Buy	+6,726	New	+$305K	0.02%	686
2020 Q3	–	Sell	-7,326	Closed	-$270K	–	965
2020 Q2	$270K	Buy	+7,326	New	+$242K	0.02%	668
2020 Q1	–	Sell	-5,856	Closed	-$207K	–	847
2019 Q4	$207K	Buy	+5,856	New	+$199K	0.02%	748
2019 Q3	–	Sell	-6,066	Closed	-$206K	–	833
2019 Q2	$206K	Buy	+6,066	New	+$203K	0.02%	707

Other funds holding ISCG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

B. Riley Wealth Advisors's ISCG Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 4.7% in Q4 2024, buying an estimated $10.4K and bringing the position to 4,578 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #989.

B. Riley Wealth Advisors first reported a position in ISCG in Q2 2019 and has held it in 6 quarters since. The position peaked at $341K in Q4 2020. 138 funds tracked by Wall St. Rank hold ISCG as of Q4 2024.

B. Riley Wealth Advisors held 4,578 shares of iShares Morningstar Small-Cap Growth ETF worth $226K as of Q4 2024.
B. Riley Wealth Advisors bought 205 iShares Morningstar Small-Cap Growth ETF shares in Q4 2024, an estimated $10.4K.
iShares Morningstar Small-Cap Growth ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #989 holding.
B. Riley Wealth Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2019 and has held it in 6 quarters since.
B. Riley Wealth Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $341K in Q4 2020.
138 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.