B. Riley Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
+22,188
| New | +$7.53M | 0.35% | 49 |
|
|
2024
Q4 | $6.59M | Buy |
20,454
+1,735
| +9% | +$559K | 0.22% | 104 |
|
|
2024
Q3 | $5.85M | Buy |
18,719
+426
| +2% | +$133K | 0.16% | 138 |
|
|
2024
Q2 | $5.44M | Buy |
18,293
+2,366
| +15% | +$704K | 0.14% | 154 |
|
|
2024
Q1 | $3.76M | Buy |
15,927
+81
| +0.5% | +$19.1K | 0.1% | 200 |
|
|
2023
Q4 | $4.16M | Sell |
15,846
-81
| -0.5% | -$21.2K | 0.11% | 196 |
|
|
2023
Q3 | $3.76M | Buy |
15,927
+871
| +6% | +$205K | 0.1% | 200 |
|
|
2023
Q2 | $3.67M | Buy |
15,056
+719
| +5% | +$175K | 0.08% | 234 |
|
|
2023
Q1 | $3.23M | Sell |
14,337
-267
| -2% | -$60.1K | 0.09% | 231 |
|
|
2022
Q4 | $3.07M | Sell |
14,604
-566
| -4% | -$119K | 0.09% | 240 |
|
|
2022
Q3 | $2.99M | Buy |
15,170
+4,679
| +45% | +$923K | 0.09% | 227 |
|
|
2022
Q2 | $2.18M | Buy |
10,491
+92
| +0.9% | +$19.1K | 0.09% | 222 |
|
|
2022
Q1 | $2.6M | Buy |
10,399
+218
| +2% | +$54.5K | 0.09% | 243 |
|
|
2021
Q4 | $2.69M | Buy |
10,181
+160
| +2% | +$42.3K | 0.08% | 277 |
|
|
2021
Q3 | $2.42M | Buy |
10,021
+240
| +2% | +$58K | 0.08% | 293 |
|
|
2021
Q2 | $2.37M | Buy |
9,781
+2,423
| +33% | +$587K | 0.08% | 294 |
|
|
2021
Q1 | $1.65M | Buy |
+7,358
| New | +$1.65M | 0.06% | 356 |
|
|
2015
Q1 | – | Sell |
-171
| Closed | -$20 | – | 1272 |
|
|
2014
Q4 | $20 | Buy |
+171
| New | +$20 | ﹤0.01% | 2542 |
|
|
2014
Q3 | – | Sell |
-267
| Closed | -$29.4K | – | 1272 |
|
|
2014
Q2 | $29.4K | Buy |
+267
| New | +$29.4K | 0.01% | 1276 |
|
|
2013
Q3 | – | Sell |
-3,174
| Closed | -$285K | – | 709 |
|
|
2013
Q2 | $285K | Buy |
+3,174
| New | +$285K | 0.1% | 239 |
|