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B. Riley Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

B. Riley Wealth Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.42M Buy
52,671
+10,239
+24% +$1.23M 0.34% 66
2026
Q1 		$4.36M Sell
42,432
-3,016
-7% -$342K 0.28% 86
2025
Q4 		$5.38M Sell
45,448
-2,028
-4% -$240K 0.25% 86
2025
Q3 		$5.56M Buy
47,476
+2,164
+5% +$241K 0.26% 82
2025
Q2 		$4.81M Buy
+45,312
New +$4.33M 0.23% 96
2024
Q4 		$10.5M Buy
104,460
+7,832
+8% +$770K 0.34% 60
2024
Q3 		$9.01M Buy
96,628
+11,836
+14% +$1.07M 0.25% 81
2024
Q2 		$7.73M Buy
84,792
+11,060
+15% +$944K 0.2% 104
2024
Q1 		$4.91M Sell
73,732
-1,588
-2% -$128K 0.13% 158
2023
Q4 		$5.71M Buy
75,320
+1,588
+2% +$112K 0.15% 151
2023
Q3 		$4.91M Sell
73,732
-1,388
-2% -$95.8K 0.13% 158
2023
Q2 		$5.17M Sell
75,120
-1,896
-2% -$121K 0.12% 181
2023
Q1 		$4.7M Sell
77,016
-14,604
-16% -$841K 0.13% 186
2022
Q4 		$4.91M Sell
91,620
-232
-0.3% -$12.8K 0.14% 169
2022
Q3 		$4.83M Buy
91,852
+28,220
+44% +$1.66M 0.15% 158
2022
Q2 		$3.48M Sell
63,632
-15,376
-19% -$923K 0.15% 149
2022
Q1 		$5.48M Sell
79,008
-6,932
-8% -$473K 0.18% 120
2021
Q4 		$6.57M Sell
85,940
-352
-0.4% -$26.1K 0.19% 110
2021
Q3 		$5.91M Buy
86,292
+1,848
+2% +$131K 0.19% 113
2021
Q2 		$5.73M Buy
84,444
+2,324
+3% +$150K 0.19% 125
2021
Q1 		$4.99M Buy
82,120
+56,004
+214% +$3.41M 0.18% 136
2020
Q4 		$1.57M Sell
26,116
-9,760
-27% -$556K 0.08% 237
2020
Q3 		$1.89M Buy
35,876
+9,004
+34% +$474K 0.1% 205
2020
Q2 		$1.29M Buy
26,872
+576
+2% +$25.4K 0.09% 232
2020
Q1 		$991K Buy
26,296
+14,944
+132% +$644K 0.08% 237
2019
Q4 		$500K Buy
11,352
+652
+6% +$27.2K 0.04% 437
2019
Q3 		$427K Sell
10,700
-408
-4% -$16.4K 0.04% 455
2019
Q2 		$438K Buy
11,108
+308
+3% +$11.9K 0.05% 425
2019
Q1 		$410K Buy
10,800
+2,696
+33% +$96.9K 0.05% 388
2018
Q4 		$266K Sell
8,104
-1,308
-14% -$46.1K 0.04% 477
2018
Q3 		$368K Buy
9,412
+1,932
+26% +$73.2K 0.04% 427
2018
Q2 		$270K Sell
7,480
-120
-2% -$4.24K 0.04% 510
2018
Q1 		$259K Sell
7,600
-752
-9% -$26.4K 0.04% 497
2017
Q4 		$283K Sell
8,352
-368
-4% -$12.1K 0.04% 468
2017
Q3 		$274K Sell
8,720
-40
-0.5% -$1.22K 0.05% 404
2017
Q2 		$261K Buy
8,760
+320
+4% +$9.39K 0.05% 409
2017
Q1 		$242K Buy
+8,440
New +$234K 0.05% 411
2016
Q4 		– Sell
-10,244
Closed -$267K – 587
2016
Q3 		$267K Sell
10,244
-192
-2% -$4.99K 0.05% 442
2016
Q2 		$263K Sell
10,436
-196
-2% -$4.89K 0.05% 445
2016
Q1 		$265K Sell
10,632
-276
-3% -$6.52K 0.06% 382
2015
Q4 		$272K Buy
10,908
+684
+7% +$17.1K 0.06% 398
2015
Q3 		$238K Sell
10,224
-760
-7% -$18.7K 0.06% 420
2015
Q2 		$272K Sell
10,984
-200
-2% -$5.03K 0.07% 359
2015
Q1 		$277K Buy
11,184
+1,408
+14% +$34.4K 0.07% 384
2014
Q4 		$234 Hold
9,776
– – 0.01% 1306
2014
Q3 		$224K Sell
9,776
-10,676
-52% -$245K 0.06% 469
2014
Q2 		$243K Buy
20,452
+10,676
+109% +$234K 0.06% 384
2014
Q1 		$212K Buy
9,776
+588
+6% +$12.6K 0.06% 369
2013
Q4 		$197K Sell
9,188
-1,536
-14% -$31.5K 0.06% 353
2013
Q3 		$210K Buy
10,724
+8
+0.1% +$153 0.07% 319
2013
Q2 		$195K Buy
+10,716
New +$196K 0.07% 328

Other funds holding IWF

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 24% in Q2 2026, buying an estimated $1.23M and bringing the position to 52,671 shares worth $6.42M. The position accounts for 0.34% of the portfolio, ranked #66.

B. Riley Wealth Advisors first reported a position in IWF in Q2 2013 and has held it in 51 quarters since. The position peaked at $10.5M in Q4 2024. 567 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • B. Riley Wealth Advisors held 52,671 shares of iShares Russell 1000 Growth ETF worth $6.42M as of Q2 2026.
  • B. Riley Wealth Advisors bought 10,239 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.23M.
  • iShares Russell 1000 Growth ETF made up 0.34% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $10.5M in Q4 2024.
  • 567 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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