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B. Riley Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

B. Riley Wealth Advisors’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,155
Closed -$214K – 1350
2024
Q2 		$214K Sell
2,155
-351
-14% -$35K 0.01% 1205
2024
Q1 		$212K Sell
2,506
-475
-16% -$45.6K 0.01% 1241
2023
Q4 		$280K Buy
2,981
+475
+19% +$40.8K 0.01% 1088
2023
Q3 		$212K Sell
2,506
-637
-20% -$56.5K 0.01% 1241
2023
Q2 		$279K Sell
3,143
-100
-3% -$8.42K 0.01% 1160
2023
Q1 		$275K Buy
3,243
+643
+25% +$55.4K 0.01% 1119
2022
Q4 		$213K Buy
+2,600
New +$213K 0.01% 1222

Other funds holding IVOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

B. Riley Wealth Advisors's IVOO Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2024, closing a stake of 2,155 shares — an estimated $214K sold.

B. Riley Wealth Advisors first reported a position in IVOO in Q4 2022 and held it in 7 quarters. The position peaked at $280K in Q4 2023. 249 funds tracked by Wall St. Rank hold IVOO as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,155 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2024, an estimated $214K.
  • B. Riley Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2022 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $280K in Q4 2023.
  • 249 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.