B. Riley Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Buy |
+11,328
| New | +$4.81M | 0.23% | 93 |
|
|
2024
Q4 | $10.5M | Buy |
26,115
+1,958
| +8% | +$786K | 0.34% | 60 |
|
|
2024
Q3 | $9.01M | Buy |
24,157
+2,959
| +14% | +$1.1M | 0.25% | 81 |
|
|
2024
Q2 | $7.73M | Buy |
21,198
+2,765
| +15% | +$1.01M | 0.2% | 104 |
|
|
2024
Q1 | $4.91M | Sell |
18,433
-397
| -2% | -$106K | 0.13% | 158 |
|
|
2023
Q4 | $5.71M | Buy |
18,830
+397
| +2% | +$120K | 0.15% | 151 |
|
|
2023
Q3 | $4.91M | Sell |
18,433
-347
| -2% | -$92.5K | 0.13% | 158 |
|
|
2023
Q2 | $5.17M | Sell |
18,780
-474
| -2% | -$130K | 0.12% | 181 |
|
|
2023
Q1 | $4.7M | Sell |
19,254
-3,651
| -16% | -$892K | 0.13% | 186 |
|
|
2022
Q4 | $4.91M | Sell |
22,905
-58
| -0.3% | -$12.4K | 0.14% | 169 |
|
|
2022
Q3 | $4.83M | Buy |
22,963
+7,055
| +44% | +$1.48M | 0.15% | 158 |
|
|
2022
Q2 | $3.48M | Sell |
15,908
-3,844
| -19% | -$841K | 0.15% | 149 |
|
|
2022
Q1 | $5.48M | Sell |
19,752
-1,733
| -8% | -$481K | 0.18% | 120 |
|
|
2021
Q4 | $6.57M | Sell |
21,485
-88
| -0.4% | -$26.9K | 0.19% | 110 |
|
|
2021
Q3 | $5.91M | Buy |
21,573
+462
| +2% | +$127K | 0.19% | 113 |
|
|
2021
Q2 | $5.73M | Buy |
21,111
+581
| +3% | +$158K | 0.19% | 125 |
|
|
2021
Q1 | $4.99M | Buy |
20,530
+14,001
| +214% | +$3.4M | 0.18% | 136 |
|
|
2020
Q4 | $1.58M | Sell |
6,529
-2,440
| -27% | -$589K | 0.08% | 237 |
|
|
2020
Q3 | $1.89M | Buy |
8,969
+2,251
| +34% | +$475K | 0.1% | 205 |
|
|
2020
Q2 | $1.29M | Buy |
6,718
+144
| +2% | +$27.7K | 0.09% | 232 |
|
|
2020
Q1 | $991K | Buy |
6,574
+3,736
| +132% | +$563K | 0.08% | 237 |
|
|
2019
Q4 | $500K | Buy |
2,838
+163
| +6% | +$28.7K | 0.04% | 437 |
|
|
2019
Q3 | $427K | Sell |
2,675
-102
| -4% | -$16.3K | 0.04% | 455 |
|
|
2019
Q2 | $438K | Buy |
2,777
+77
| +3% | +$12.1K | 0.05% | 425 |
|
|
2019
Q1 | $410K | Buy |
2,700
+674
| +33% | +$102K | 0.05% | 388 |
|
|
2018
Q4 | $266K | Sell |
2,026
-327
| -14% | -$42.9K | 0.04% | 477 |
|
|
2018
Q3 | $368K | Buy |
2,353
+483
| +26% | +$75.5K | 0.04% | 427 |
|
|
2018
Q2 | $270K | Sell |
1,870
-30
| -2% | -$4.33K | 0.04% | 510 |
|
|
2018
Q1 | $259K | Sell |
1,900
-188
| -9% | -$25.6K | 0.04% | 497 |
|
|
2017
Q4 | $283K | Sell |
2,088
-92
| -4% | -$12.5K | 0.04% | 468 |
|
|
2017
Q3 | $274K | Sell |
2,180
-10
| -0.5% | -$1.26K | 0.05% | 404 |
|
|
2017
Q2 | $261K | Buy |
2,190
+80
| +4% | +$9.53K | 0.05% | 409 |
|
|
2017
Q1 | $242K | Buy |
+2,110
| New | +$242K | 0.05% | 411 |
|
|
2016
Q4 | – | Sell |
-2,561
| Closed | -$267K | – | 587 |
|
|
2016
Q3 | $267K | Sell |
2,561
-48
| -2% | -$5K | 0.05% | 442 |
|
|
2016
Q2 | $263K | Sell |
2,609
-49
| -2% | -$4.94K | 0.05% | 445 |
|
|
2016
Q1 | $265K | Sell |
2,658
-69
| -3% | -$6.88K | 0.06% | 382 |
|
|
2015
Q4 | $272K | Buy |
2,727
+171
| +7% | +$17.1K | 0.06% | 398 |
|
|
2015
Q3 | $238K | Sell |
2,556
-190
| -7% | -$17.7K | 0.06% | 420 |
|
|
2015
Q2 | $272K | Sell |
2,746
-50
| -2% | -$4.95K | 0.07% | 359 |
|
|
2015
Q1 | $277K | Buy |
2,796
+352
| +14% | +$34.9K | 0.07% | 384 |
|
|
2014
Q4 | $234 | Hold |
2,444
| – | – | 0.01% | 1306 |
|
|
2014
Q3 | $224K | Sell |
2,444
-2,669
| -52% | -$245K | 0.06% | 469 |
|
|
2014
Q2 | $243K | Buy |
5,113
+2,669
| +109% | +$127K | 0.06% | 384 |
|
|
2014
Q1 | $212K | Buy |
2,444
+147
| +6% | +$12.8K | 0.06% | 369 |
|
|
2013
Q4 | $197K | Sell |
2,297
-384
| -14% | -$32.9K | 0.06% | 353 |
|
|
2013
Q3 | $210K | Buy |
2,681
+2
| +0.1% | +$157 | 0.07% | 319 |
|
|
2013
Q2 | $195K | Buy |
+2,679
| New | +$195K | 0.07% | 328 |
|