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B. Riley Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

B. Riley Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.74M Sell
25,265
-3,229
-11% -$721K 0.31% 81
2026
Q1 		$5.92M Sell
28,494
-6,545
-19% -$1.42M 0.37% 68
2025
Q4 		$7.43M Buy
35,039
+7,026
+25% +$1.47M 0.34% 58
2025
Q3 		$5.79M Buy
28,013
+334
+1% +$67.1K 0.27% 77
2025
Q2 		$5.41M Buy
+27,679
New +$5.16M 0.25% 82
2024
Q4 		$8.74M Sell
45,784
-19,712
-30% -$3.91M 0.29% 70
2024
Q3 		$12.8M Sell
65,496
-1,388
-2% -$264K 0.36% 54
2024
Q2 		$12.2M Buy
66,884
+21,541
+48% +$3.92M 0.31% 61
2024
Q1 		$7.01M Buy
45,343
+14,388
+46% +$2.56M 0.19% 119
2023
Q4 		$5.38M Sell
30,955
-14,388
-32% -$2.31M 0.14% 160
2023
Q3 		$7.01M Sell
45,343
-1,422
-3% -$230K 0.19% 119
2023
Q2 		$7.54M Sell
46,765
-629
-1% -$96.8K 0.17% 126
2023
Q1 		$7.19M Sell
47,394
-24,632
-34% -$3.72M 0.19% 118
2022
Q4 		$10.4M Buy
72,026
+1,178
+2% +$168K 0.29% 74
2022
Q3 		$9.11M Buy
70,848
+13,087
+23% +$1.85M 0.28% 79
2022
Q2 		$7.94M Buy
57,761
+7,844
+16% +$1.16M 0.33% 65
2022
Q1 		$7.77M Sell
49,917
-2,347
-4% -$361K 0.25% 80
2021
Q4 		$8.19M Sell
52,264
-2,520
-5% -$383K 0.24% 90
2021
Q3 		$7.97M Buy
54,784
+4,458
+9% +$664K 0.25% 79
2021
Q2 		$7.43M Buy
50,326
+222
+0.4% +$32.7K 0.24% 89
2021
Q1 		$7.08M Buy
50,104
+26,182
+109% +$3.52M 0.25% 90
2020
Q4 		$3.06M Sell
23,922
-12,630
-35% -$1.53M 0.16% 141
2020
Q3 		$4.09M Buy
36,552
+5,647
+18% +$640K 0.22% 104
2020
Q2 		$3.35M Buy
30,905
+4,165
+16% +$442K 0.22% 111
2020
Q1 		$2.57M Buy
26,740
+6,105
+30% +$726K 0.22% 112
2019
Q4 		$2.69M Buy
20,635
+4,672
+29% +$581K 0.23% 99
2019
Q3 		$1.9M Buy
15,963
+3,434
+27% +$403K 0.19% 119
2019
Q2 		$1.46M Buy
12,529
+1,844
+17% +$211K 0.16% 138
2019
Q1 		$1.21M Sell
10,685
-2,018
-16% -$222K 0.15% 158
2018
Q4 		$1.28M Sell
12,703
-1,884
-13% -$206K 0.18% 129
2018
Q3 		$1.69M Sell
14,587
-1,379
-9% -$158K 0.2% 113
2018
Q2 		$1.76M Buy
15,966
+758
+5% +$84K 0.23% 103
2018
Q1 		$1.66M Buy
15,208
+218
+1% +$24.9K 0.23% 107
2017
Q4 		$1.71M Buy
14,990
+1,362
+10% +$151K 0.23% 116
2017
Q3 		$1.47M Buy
13,628
+478
+4% +$50.6K 0.24% 108
2017
Q2 		$1.38M Buy
13,150
+1,256
+11% +$131K 0.25% 114
2017
Q1 		$1.24M Buy
11,894
+2,406
+25% +$250K 0.25% 108
2016
Q4 		$963K Buy
9,488
+49
+0.5% +$4.78K 0.2% 133
2016
Q3 		$897K Buy
9,439
+566
+6% +$53.9K 0.18% 150
2016
Q2 		$826K Buy
8,873
+2,036
+30% +$186K 0.17% 159
2016
Q1 		$615K Buy
6,837
+461
+7% +$39.3K 0.14% 179
2015
Q4 		$565K Buy
6,376
+2,876
+82% +$257K 0.11% 212
2015
Q3 		$295K Buy
3,500
+620
+22% +$55.4K 0.07% 358
2015
Q2 		$266K Sell
2,880
-1,380
-32% -$130K 0.07% 369
2015
Q1 		$394K Sell
4,260
-121
-3% -$11.2K 0.1% 283
2014
Q4 		$411 Buy
4,381
+1,221
+39% +$112K 0.01% 998
2014
Q3 		$285K Sell
3,160
-1,631
-34% -$148K 0.07% 377
2014
Q2 		$193K Buy
4,791
+585
+14% +$51.7K 0.05% 466
2014
Q1 		$365K Buy
4,206
+2,391
+132% +$202K 0.11% 215
2013
Q4 		$155K Buy
+1,815
New +$149K 0.05% 422
2013
Q3 		– Sell
-2,867
Closed -$217K – 707
2013
Q2 		$217K Buy
+2,867
New +$218K 0.07% 299

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

B. Riley Wealth Advisors's IVE Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 11% in Q2 2026, selling an estimated $721K and leaving 25,265 shares worth $5.74M. The position accounts for 0.31% of the portfolio, ranked #81.

B. Riley Wealth Advisors first reported a position in IVE in Q2 2013 and has held it in 51 quarters since. The position peaked at $12.8M in Q3 2024. 647 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • B. Riley Wealth Advisors held 25,265 shares of iShares S&P 500 Value ETF worth $5.74M as of Q2 2026.
  • B. Riley Wealth Advisors sold 3,229 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $721K.
  • iShares S&P 500 Value ETF made up 0.31% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • B. Riley Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's iShares S&P 500 Value ETF position peaked at $12.8M in Q3 2024.
  • 647 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.