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B. Riley Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

B. Riley Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$848K Buy
3,491
+185
+6% +$43.1K 0.05% 342
2026
Q1 		$692K Sell
3,306
-3,678
-53% -$805K 0.04% 368
2025
Q4 		$1.47M Buy
6,984
+21
+0.3% +$4.34K 0.07% 261
2025
Q3 		$1.42M Sell
6,963
-751
-10% -$149K 0.07% 271
2025
Q2 		$1.5M Buy
+7,714
New +$1.43M 0.07% 258
2024
Q4 		$1.78M Sell
9,593
-891
-8% -$171K 0.06% 302
2024
Q3 		$1.98M Sell
10,484
-2,394
-19% -$436K 0.06% 316
2024
Q2 		$2.25M Sell
12,878
-4,777
-27% -$835K 0.06% 313
2024
Q1 		$2.7M Buy
17,655
+2,461
+16% +$416K 0.07% 270
2023
Q4 		$2.51M Sell
15,194
-2,461
-14% -$380K 0.07% 296
2023
Q3 		$2.7M Sell
17,655
-1,638
-8% -$260K 0.07% 270
2023
Q2 		$3.05M Sell
19,293
-598
-3% -$91.4K 0.07% 274
2023
Q1 		$3.03M Sell
19,891
-911
-4% -$141K 0.08% 245
2022
Q4 		$3.15M Buy
20,802
+17
+0.1% +$2.54K 0.09% 237
2022
Q3 		$2.83M Buy
20,785
+5,802
+39% +$872K 0.09% 236
2022
Q2 		$2.17M Buy
14,983
+5,981
+66% +$936K 0.09% 225
2022
Q1 		$1.5M Sell
9,002
-81
-0.9% -$13.3K 0.05% 363
2021
Q4 		$1.53M Buy
9,083
+934
+11% +$153K 0.04% 415
2021
Q3 		$1.28M Buy
8,149
+2,116
+35% +$339K 0.04% 447
2021
Q2 		$957K Sell
6,033
-1,191
-16% -$189K 0.03% 522
2021
Q1 		$1.09M Buy
7,224
+916
+15% +$133K 0.04% 450
2020
Q4 		$863K Buy
6,308
+801
+15% +$103K 0.05% 371
2020
Q3 		$646K Buy
5,507
+345
+7% +$40.9K 0.03% 443
2020
Q2 		$582K Sell
5,162
-1,758
-25% -$193K 0.04% 400
2020
Q1 		$686K Buy
6,920
+2,969
+75% +$370K 0.06% 310
2019
Q4 		$540K Buy
3,951
+901
+30% +$119K 0.05% 411
2019
Q3 		$392K Sell
3,050
-72
-2% -$9.15K 0.04% 495
2019
Q2 		$398K Sell
3,122
-1,482
-32% -$185K 0.04% 461
2019
Q1 		$569K Sell
4,604
-3,549
-44% -$427K 0.07% 295
2018
Q4 		$906K Buy
8,153
+4,046
+99% +$485K 0.13% 170
2018
Q3 		$521K Sell
4,107
-263
-6% -$33K 0.06% 343
2018
Q2 		$532K Sell
4,370
-810
-16% -$98.5K 0.07% 310
2018
Q1 		$622K Sell
5,180
-1,133
-18% -$141K 0.09% 253
2017
Q4 		$786K Sell
6,313
-384
-6% -$46.5K 0.11% 213
2017
Q3 		$795K Sell
6,697
-150
-2% -$17.5K 0.13% 171
2017
Q2 		$799K Buy
6,847
+664
+11% +$76.4K 0.14% 180
2017
Q1 		$712K Buy
6,183
+4,202
+212% +$482K 0.14% 179
2016
Q4 		$224K Buy
+1,981
New +$214K 0.05% 425
2016
Q3 		– Sell
-1,967
Closed -$204K – 631
2016
Q2 		$204K Buy
+1,967
New +$199K 0.04% 527
2016
Q1 		– Sell
-9,236
Closed -$905K – 584
2015
Q4 		$905K Buy
9,236
+5,885
+176% +$584K 0.18% 144
2015
Q3 		$313K Sell
3,351
-51
-1% -$5.06K 0.08% 343
2015
Q2 		$351K Sell
3,402
-25
-0.7% -$2.62K 0.09% 291
2015
Q1 		$353K Buy
3,427
+395
+13% +$40.9K 0.09% 308
2014
Q4 		$316 Buy
3,032
+288
+10% +$29.4K 0.01% 1087
2014
Q3 		$275K Sell
2,744
-2,145
-44% -$217K 0.07% 386
2014
Q2 		$218K Buy
4,889
+2,146
+78% +$210K 0.05% 421
2014
Q1 		$265K Sell
2,743
-10
-0.4% -$937 0.08% 295
2013
Q4 		$259K Buy
2,753
+411
+18% +$37.3K 0.08% 278
2013
Q3 		$202K Buy
2,342
+193
+9% +$16.7K 0.07% 332
2013
Q2 		$180K Buy
+2,149
New +$179K 0.06% 369

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 5.6% in Q2 2026, buying an estimated $43.1K and bringing the position to 3,491 shares worth $848K. The position accounts for 0.05% of the portfolio, ranked #342.

B. Riley Wealth Advisors first reported a position in IWD in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.15M in Q4 2022. 445 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • B. Riley Wealth Advisors held 3,491 shares of iShares Russell 1000 Value ETF worth $848K as of Q2 2026.
  • B. Riley Wealth Advisors bought 185 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $43.1K.
  • iShares Russell 1000 Value ETF made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #342 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 50 quarters since.
  • B. Riley Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $3.15M in Q4 2022.
  • 445 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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