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

B. Riley Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.82M Sell
65,034
-5,151
-7% -$680K 0.47% 44
2026
Q1 		$7.63M Sell
70,185
-3,755
-5% -$452K 0.48% 40
2025
Q4 		$9.11M Buy
73,940
+2,919
+4% +$357K 0.42% 42
2025
Q3 		$8.57M Sell
71,021
-458
-0.6% -$52.7K 0.4% 44
2025
Q2 		$7.87M Buy
+71,479
New +$7.07M 0.37% 45
2024
Q4 		$14.7M Sell
144,433
-83,713
-37% -$8.35M 0.48% 34
2024
Q3 		$21.7M Sell
228,146
-43,927
-16% -$4.06M 0.6% 23
2024
Q2 		$25.2M Buy
272,073
+133,108
+96% +$11.5M 0.64% 21
2024
Q1 		$9.54M Buy
138,965
+19,321
+16% +$1.55M 0.26% 79
2023
Q4 		$8.99M Sell
119,644
-19,321
-14% -$1.38M 0.24% 83
2023
Q3 		$9.54M Buy
138,965
+47,267
+52% +$3.34M 0.26% 79
2023
Q2 		$6.46M Sell
91,698
-518
-0.6% -$34.2K 0.15% 150
2023
Q1 		$5.89M Sell
92,216
-6,067
-6% -$371K 0.16% 149
2022
Q4 		$5.75M Buy
98,283
+4,130
+4% +$248K 0.16% 148
2022
Q3 		$5.45M Buy
94,153
+24,156
+35% +$1.57M 0.16% 140
2022
Q2 		$4.22M Sell
69,997
-129,394
-65% -$8.56M 0.18% 126
2022
Q1 		$15.2M Buy
199,391
+89,265
+81% +$6.71M 0.5% 32
2021
Q4 		$9.21M Buy
110,126
+16,835
+18% +$1.36M 0.27% 78
2021
Q3 		$6.9M Buy
93,291
+2,700
+3% +$206K 0.22% 100
2021
Q2 		$6.59M Buy
90,591
+7,214
+9% +$499K 0.21% 107
2021
Q1 		$5.43M Buy
83,377
+10,685
+15% +$691K 0.19% 126
2020
Q4 		$4.64M Sell
72,692
-40,300
-36% -$2.44M 0.25% 92
2020
Q3 		$6.41M Buy
112,992
+19,116
+20% +$1.08M 0.34% 71
2020
Q2 		$4.87M Sell
93,876
-4,876
-5% -$234K 0.33% 78
2020
Q1 		$4.08M Buy
98,752
+38,596
+64% +$1.83M 0.35% 66
2019
Q4 		$2.91M Buy
60,156
+13,212
+28% +$612K 0.25% 91
2019
Q3 		$2.11M Buy
46,944
+10,808
+30% +$489K 0.21% 106
2019
Q2 		$1.62M Buy
36,136
+4,772
+15% +$210K 0.18% 118
2019
Q1 		$1.35M Sell
31,364
-6,228
-17% -$255K 0.17% 134
2018
Q4 		$1.42M Sell
37,592
-3,612
-9% -$146K 0.2% 114
2018
Q3 		$1.83M Sell
41,204
-3,628
-8% -$156K 0.22% 102
2018
Q2 		$1.82M Sell
44,832
-45,700
-50% -$1.84M 0.24% 99
2018
Q1 		$3.51M Buy
90,532
+46,864
+107% +$1.87M 0.49% 43
2017
Q4 		$1.67M Sell
43,668
-75,036
-63% -$2.8M 0.23% 119
2017
Q3 		$4.26M Buy
118,704
+50,944
+75% +$1.79M 0.71% 29
2017
Q2 		$2.32M Buy
67,760
+18,984
+39% +$643K 0.42% 56
2017
Q1 		$1.6M Buy
48,776
+18,364
+60% +$589K 0.32% 81
2016
Q4 		$927K Sell
30,412
-10,056
-25% -$304K 0.19% 139
2016
Q3 		$1.23M Buy
40,468
+3,368
+9% +$102K 0.24% 107
2016
Q2 		$1.08M Buy
37,100
+7,168
+24% +$208K 0.22% 120
2016
Q1 		$867K Sell
29,932
-860
-3% -$23.7K 0.2% 128
2015
Q4 		$892K Buy
30,792
+12,664
+70% +$368K 0.18% 148
2015
Q3 		$489K Buy
18,128
+3,644
+25% +$104K 0.12% 235
2015
Q2 		$413K Sell
14,484
-916
-6% -$26.5K 0.1% 250
2015
Q1 		$439K Buy
15,400
+2,804
+22% +$79.6K 0.11% 255
2014
Q4 		$351 Sell
12,596
-8
-0.1% -$219 0.01% 1044
2014
Q3 		$337K Sell
12,604
-11,508
-48% -$307K 0.09% 311
2014
Q2 		$316K Buy
24,112
+12,180
+102% +$309K 0.07% 298
2014
Q1 		$298K Sell
11,932
-48
-0.4% -$1.19K 0.09% 264
2013
Q4 		$296K Sell
11,980
-4
-0% -$94 0.09% 243
2013
Q3 		$268K Sell
11,984
-13,284
-53% -$293K 0.09% 248
2013
Q2 		$531K Buy
+25,268
New +$536K 0.18% 142

Other funds holding IVW

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.3% in Q2 2026, selling an estimated $680K and leaving 65,034 shares worth $8.82M. The position accounts for 0.47% of the portfolio, ranked #44.

B. Riley Wealth Advisors first reported a position in IVW in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.2M in Q2 2024. 791 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • B. Riley Wealth Advisors held 65,034 shares of iShares S&P 500 Growth ETF worth $8.82M as of Q2 2026.
  • B. Riley Wealth Advisors sold 5,151 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $680K.
  • iShares S&P 500 Growth ETF made up 0.47% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • B. Riley Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $25.2M in Q2 2024.
  • 791 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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