BRWA
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B. Riley Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

B. Riley Wealth Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.69M Sell
14,008
-3,134
-18% -$1.24M 0.3% 82
2026
Q1 		$5.94M Sell
17,142
-91
-0.5% -$33.9K 0.38% 67
2025
Q4 		$6.44M Buy
17,233
+1,146
+7% +$424K 0.3% 72
2025
Q3 		$5.88M Sell
16,087
-6,101
-27% -$2.15M 0.27% 74
2025
Q2 		$7.53M Buy
+22,188
New +$6.96M 0.35% 51
2024
Q4 		$6.59M Buy
20,454
+1,735
+9% +$562K 0.22% 104
2024
Q3 		$5.85M Buy
18,719
+426
+2% +$129K 0.16% 138
2024
Q2 		$5.44M Buy
18,293
+2,366
+15% +$679K 0.14% 154
2024
Q1 		$3.76M Buy
15,927
+81
+0.5% +$22.2K 0.1% 200
2023
Q4 		$4.16M Sell
15,846
-81
-0.5% -$19.8K 0.11% 196
2023
Q3 		$3.76M Buy
15,927
+871
+6% +$213K 0.1% 200
2023
Q2 		$3.67M Buy
15,056
+719
+5% +$166K 0.08% 234
2023
Q1 		$3.23M Sell
14,337
-267
-2% -$58.8K 0.09% 231
2022
Q4 		$3.07M Sell
14,604
-566
-4% -$120K 0.09% 240
2022
Q3 		$2.99M Buy
15,170
+4,679
+45% +$1.03M 0.09% 227
2022
Q2 		$2.18M Buy
10,491
+92
+0.9% +$20.8K 0.09% 222
2022
Q1 		$2.6M Buy
10,399
+218
+2% +$53.8K 0.09% 243
2021
Q4 		$2.69M Buy
10,181
+160
+2% +$41.2K 0.08% 277
2021
Q3 		$2.42M Buy
10,021
+240
+2% +$59.7K 0.08% 293
2021
Q2 		$2.37M Buy
9,781
+2,423
+33% +$571K 0.08% 294
2021
Q1 		$1.65M Buy
+7,358
New +$1.61M 0.06% 356
2015
Q1 		– Sell
-171
Closed -$20 – 1274
2014
Q4 		$20 Buy
+171
New +$19.2K ﹤0.01% 2546
2014
Q3 		– Sell
-267
Closed -$29.4K – 1271
2014
Q2 		$29.4K Buy
+267
New +$28.4K 0.01% 1276
2013
Q3 		– Sell
-3,174
Closed -$285K – 709
2013
Q2 		$285K Buy
+3,174
New +$284K 0.1% 239

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 18% in Q2 2026, selling an estimated $1.24M and leaving 14,008 shares worth $5.69M. The position accounts for 0.3% of the portfolio, ranked #82.

B. Riley Wealth Advisors first reported a position in IWB in Q2 2013 and has held it in 24 quarters since. The position peaked at $7.53M in Q2 2025. 494 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • B. Riley Wealth Advisors held 14,008 shares of iShares Russell 1000 ETF worth $5.69M as of Q2 2026.
  • B. Riley Wealth Advisors sold 3,134 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.24M.
  • iShares Russell 1000 ETF made up 0.3% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 24 quarters since.
  • B. Riley Wealth Advisors's iShares Russell 1000 ETF position peaked at $7.53M in Q2 2025.
  • 494 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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