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B. Riley Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

B. Riley Wealth Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$218K Buy
1,564
+17
+1% +$2.33K 0.01% 1003
2024
Q3 		$203K Buy
+1,547
New +$197K 0.01% 1135
2024
Q2 		– Sell
-3,097
Closed -$295K – 1503
2024
Q1 		$295K Buy
+3,097
New +$345K 0.01% 1045
2023
Q4 		– Sell
-3,097
Closed -$295K – 1458
2023
Q3 		$295K Sell
3,097
-130
-4% -$12.8K 0.01% 1045
2023
Q2 		$315K Sell
3,227
-799
-20% -$73.3K 0.01% 1096
2023
Q1 		$357K Buy
4,026
+72
+2% +$6.13K 0.01% 970
2022
Q4 		$322K Sell
3,954
-5,159
-57% -$431K 0.01% 1015
2022
Q3 		$731K Buy
9,113
+798
+10% +$71.9K 0.02% 621
2022
Q2 		$697K Buy
8,315
+6,327
+318% +$580K 0.03% 527
2022
Q1 		$210K Buy
+1,988
New +$207K 0.01% 1190
2021
Q2 		– Sell
-2,231
Closed -$203K – 1410
2021
Q1 		$203K Buy
+2,231
New +$201K 0.01% 1191
2019
Q2 		– Sell
-14,226
Closed -$859K – 811
2019
Q1 		$859K Buy
14,226
+1,538
+12% +$88.2K 0.11% 215
2018
Q4 		$669K Buy
12,688
+1,522
+14% +$86.3K 0.1% 228
2018
Q3 		$694K Sell
11,166
-470
-4% -$28.4K 0.08% 260
2018
Q2 		$666K Buy
11,636
+751
+7% +$42.4K 0.09% 251
2018
Q1 		$595K Buy
10,885
+470
+5% +$26.4K 0.08% 263
2017
Q4 		$561K Buy
10,415
+1,601
+18% +$84.2K 0.08% 284
2017
Q3 		$445K Buy
+8,814
New +$437K 0.07% 285
2015
Q1 		– Sell
-1,072
Closed -$42 – 1271
2014
Q4 		$42 Buy
+1,072
New +$40.9K ﹤0.01% 2183
2014
Q3 		– Sell
-484
Closed -$18K – 1268
2014
Q2 		$18K Buy
+484
New +$17.4K ﹤0.01% 1516

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.1% in Q4 2024, buying an estimated $2.33K and bringing the position to 1,564 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #1003.

B. Riley Wealth Advisors first reported a position in IUSG in Q2 2014 and has held it in 20 quarters since. The position peaked at $859K in Q1 2019. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

  • B. Riley Wealth Advisors held 1,564 shares of iShares Core S&P US Growth ETF worth $218K as of Q4 2024.
  • B. Riley Wealth Advisors bought 17 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $2.33K.
  • iShares Core S&P US Growth ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1003 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2014 and has held it in 20 quarters since.
  • B. Riley Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $859K in Q1 2019.
  • 774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

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