BRWA
B. Riley Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
+14,780
| New | +$3.19M | 0.15% | 141 |
|
|
2024
Q4 | $4.55M | Buy |
20,612
+2,388
| +13% | +$528K | 0.15% | 148 |
|
|
2024
Q3 | $3.98M | Sell |
18,224
-1,411
| -7% | -$308K | 0.11% | 189 |
|
|
2024
Q2 | $3.98M | Sell |
19,635
-1,092
| -5% | -$222K | 0.1% | 196 |
|
|
2024
Q1 | $3.68M | Buy |
20,727
+1,438
| +7% | +$255K | 0.1% | 206 |
|
|
2023
Q4 | $3.87M | Sell |
19,289
-1,438
| -7% | -$289K | 0.1% | 207 |
|
|
2023
Q3 | $3.68M | Buy |
20,727
+3,677
| +22% | +$653K | 0.1% | 206 |
|
|
2023
Q2 | $3.19M | Sell |
17,050
-847
| -5% | -$159K | 0.07% | 259 |
|
|
2023
Q1 | $3.19M | Sell |
17,897
-1,200
| -6% | -$214K | 0.09% | 235 |
|
|
2022
Q4 | $3.33M | Sell |
19,097
-492
| -3% | -$85.8K | 0.09% | 227 |
|
|
2022
Q3 | $3.23M | Buy |
19,589
+7,653
| +64% | +$1.26M | 0.1% | 215 |
|
|
2022
Q2 | $2.02M | Sell |
11,936
-3,591
| -23% | -$608K | 0.09% | 245 |
|
|
2022
Q1 | $3.19M | Sell |
15,527
-852
| -5% | -$175K | 0.1% | 207 |
|
|
2021
Q4 | $3.64M | Buy |
16,379
+873
| +6% | +$194K | 0.11% | 203 |
|
|
2021
Q3 | $3.42M | Buy |
15,506
+2,308
| +17% | +$509K | 0.11% | 217 |
|
|
2021
Q2 | $3.01M | Buy |
13,198
+461
| +4% | +$105K | 0.1% | 246 |
|
|
2021
Q1 | $2.76M | Buy |
12,737
+362
| +3% | +$78.4K | 0.1% | 239 |
|
|
2020
Q4 | $2.43M | Sell |
12,375
-1,279
| -9% | -$251K | 0.13% | 172 |
|
|
2020
Q3 | $2.03M | Sell |
13,654
-571
| -4% | -$84.7K | 0.11% | 196 |
|
|
2020
Q2 | $2.04M | Buy |
14,225
+3,140
| +28% | +$450K | 0.14% | 165 |
|
|
2020
Q1 | $1.27M | Sell |
11,085
-2,648
| -19% | -$303K | 0.11% | 195 |
|
|
2019
Q4 | $2.28M | Buy |
13,733
+762
| +6% | +$126K | 0.19% | 116 |
|
|
2019
Q3 | $1.96M | Buy |
12,971
+6
| +0% | +$908 | 0.19% | 116 |
|
|
2019
Q2 | $2.02M | Sell |
12,965
-974
| -7% | -$151K | 0.22% | 90 |
|
|
2019
Q1 | $2.13M | Buy |
13,939
+433
| +3% | +$66.3K | 0.27% | 85 |
|
|
2018
Q4 | $1.81M | Buy |
13,506
+57
| +0.4% | +$7.64K | 0.26% | 85 |
|
|
2018
Q3 | $2.27M | Buy |
13,449
+194
| +1% | +$32.7K | 0.27% | 78 |
|
|
2018
Q2 | $2.17M | Buy |
13,255
+677
| +5% | +$111K | 0.29% | 82 |
|
|
2018
Q1 | $1.91M | Sell |
12,578
-2,147
| -15% | -$326K | 0.27% | 94 |
|
|
2017
Q4 | $2.25M | Buy |
14,725
+40
| +0.3% | +$6.1K | 0.3% | 87 |
|
|
2017
Q3 | $2.18M | Buy |
14,685
+2,783
| +23% | +$413K | 0.36% | 69 |
|
|
2017
Q2 | $1.68M | Sell |
11,902
-1,745
| -13% | -$246K | 0.3% | 93 |
|
|
2017
Q1 | $1.88M | Sell |
13,647
-2,964
| -18% | -$408K | 0.37% | 68 |
|
|
2016
Q4 | $2.24M | Sell |
16,611
-900
| -5% | -$121K | 0.46% | 49 |
|
|
2016
Q3 | $1.69M | Sell |
17,511
-537
| -3% | -$51.7K | 0.33% | 69 |
|
|
2016
Q2 | $1.53M | Sell |
18,048
-440
| -2% | -$37.3K | 0.31% | 76 |
|
|
2016
Q1 | $1.68M | Sell |
18,488
-1,494
| -7% | -$136K | 0.39% | 61 |
|
|
2015
Q4 | $2.25M | Buy |
19,982
+5,901
| +42% | +$665K | 0.46% | 51 |
|
|
2015
Q3 | $1.54M | Sell |
14,081
-2,491
| -15% | -$272K | 0.37% | 60 |
|
|
2015
Q2 | $2.08M | Sell |
16,572
-3,901
| -19% | -$489K | 0.52% | 39 |
|
|
2015
Q1 | $2.55M | Buy |
20,473
+4,353
| +27% | +$541K | 0.62% | 26 |
|
|
2014
Q4 | $4.56K | Buy |
16,120
+2,223
| +16% | +$629 | 0.1% | 273 |
|
|
2014
Q3 | $1.52M | Sell |
13,897
-24,112
| -63% | -$2.64M | 0.4% | 51 |
|
|
2014
Q2 | $2.36M | Sell |
38,009
-6,302
| -14% | -$391K | 0.55% | 25 |
|
|
2014
Q1 | $5.16M | Buy |
44,311
+31,987
| +260% | +$3.72M | 1.56% | 3 |
|
|
2013
Q4 | $1.42M | Sell |
12,324
-46,464
| -79% | -$5.36M | 0.45% | 42 |
|
|
2013
Q3 | $6.27M | Sell |
58,788
-4,122
| -7% | -$439K | 2.14% | 3 |
|
|
2013
Q2 | $6.1M | Buy |
+62,910
| New | +$6.1M | 2.07% | 4 |
|