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

B. Riley Wealth Advisors’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-17,640
Closed -$768K – 586
2016
Q3 		$768K Sell
17,640
-1,059
-6% -$45K 0.15% 174
2016
Q2 		$756K Sell
18,699
-165
-0.9% -$6.67K 0.15% 171
2016
Q1 		$750K Sell
18,864
-54
-0.3% -$1.96K 0.17% 144
2015
Q4 		$724K Sell
18,918
-123
-0.6% -$4.85K 0.15% 177
2015
Q3 		$714K Buy
19,041
+2,916
+18% +$117K 0.17% 161
2015
Q2 		$677K Sell
16,125
-915
-5% -$39.6K 0.17% 169
2015
Q1 		$745K Buy
17,040
+1,131
+7% +$48.4K 0.18% 151
2014
Q4 		$684 Buy
15,909
+2,799
+21% +$116K 0.01% 831
2014
Q3 		$522K Sell
13,110
-11,430
-47% -$477K 0.14% 199
2014
Q2 		$523K Buy
24,540
+14,070
+134% +$579K 0.12% 189
2014
Q1 		$431K Buy
10,470
+2,340
+29% +$93.8K 0.13% 177
2013
Q4 		$326K Buy
8,130
+900
+12% +$34.5K 0.1% 222
2013
Q3 		$263K Buy
7,230
+2,016
+39% +$73K 0.09% 253
2013
Q2 		$179K Buy
+5,214
New +$180K 0.06% 371

Other funds holding ISCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

B. Riley Wealth Advisors's ISCV Position: Q4 2016 in Review

B. Riley Wealth Advisors sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2016, closing a stake of 17,640 shares — an estimated $768K sold.

B. Riley Wealth Advisors first reported a position in ISCV in Q2 2013 and held it in 14 quarters. The position peaked at $768K in Q3 2016. 67 funds tracked by Wall St. Rank hold ISCV as of Q4 2016.

  • B. Riley Wealth Advisors reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 17,640 iShares Morningstar Small-Cap Value ETF shares in Q4 2016, an estimated $768K.
  • B. Riley Wealth Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q2 2013 and held it in 14 quarters.
  • B. Riley Wealth Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $768K in Q3 2016.
  • 67 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.