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B. Riley Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

B. Riley Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.18M Sell
7,297
-781
-10% -$219K 0.12% 170
2026
Q1 		$1.94M Sell
8,078
-10,460
-56% -$2.7M 0.12% 168
2025
Q4 		$4.56M Buy
18,538
+3,945
+27% +$970K 0.21% 105
2025
Q3 		$3.53M Sell
14,593
-187
-1% -$42.9K 0.16% 133
2025
Q2 		$3.19M Buy
+14,780
New +$2.97M 0.15% 144
2024
Q4 		$4.55M Buy
20,612
+2,388
+13% +$544K 0.15% 148
2024
Q3 		$3.98M Sell
18,224
-1,411
-7% -$302K 0.11% 189
2024
Q2 		$3.98M Sell
19,635
-1,092
-5% -$221K 0.1% 196
2024
Q1 		$3.68M Buy
20,727
+1,438
+7% +$287K 0.1% 206
2023
Q4 		$3.87M Sell
19,289
-1,438
-7% -$258K 0.1% 207
2023
Q3 		$3.68M Buy
20,727
+3,677
+22% +$690K 0.1% 206
2023
Q2 		$3.19M Sell
17,050
-847
-5% -$151K 0.07% 259
2023
Q1 		$3.19M Sell
17,897
-1,200
-6% -$221K 0.09% 235
2022
Q4 		$3.33M Sell
19,097
-492
-3% -$87.5K 0.09% 227
2022
Q3 		$3.23M Buy
19,589
+7,653
+64% +$1.4M 0.1% 215
2022
Q2 		$2.02M Sell
11,936
-3,591
-23% -$662K 0.09% 245
2022
Q1 		$3.19M Sell
15,527
-852
-5% -$174K 0.1% 207
2021
Q4 		$3.64M Buy
16,379
+873
+6% +$197K 0.11% 203
2021
Q3 		$3.42M Buy
15,506
+2,308
+17% +$512K 0.11% 217
2021
Q2 		$3.01M Buy
13,198
+461
+4% +$104K 0.1% 246
2021
Q1 		$2.76M Buy
12,737
+362
+3% +$79K 0.1% 239
2020
Q4 		$2.43M Sell
12,375
-1,279
-9% -$224K 0.13% 172
2020
Q3 		$2.02M Sell
13,654
-571
-4% -$85.9K 0.11% 196
2020
Q2 		$2.04M Buy
14,225
+3,140
+28% +$412K 0.14% 165
2020
Q1 		$1.27M Sell
11,085
-2,648
-19% -$395K 0.11% 195
2019
Q4 		$2.28M Buy
13,733
+762
+6% +$120K 0.19% 116
2019
Q3 		$1.96M Buy
12,971
+6
+0% +$916 0.19% 116
2019
Q2 		$2.02M Sell
12,965
-974
-7% -$150K 0.22% 90
2019
Q1 		$2.13M Buy
13,939
+433
+3% +$65.1K 0.27% 85
2018
Q4 		$1.81M Buy
13,506
+57
+0.4% +$8.51K 0.26% 85
2018
Q3 		$2.27M Buy
13,449
+194
+1% +$32.8K 0.27% 78
2018
Q2 		$2.17M Buy
13,255
+677
+5% +$108K 0.29% 82
2018
Q1 		$1.91M Sell
12,578
-2,147
-15% -$332K 0.27% 94
2017
Q4 		$2.25M Buy
14,725
+40
+0.3% +$6.01K 0.3% 87
2017
Q3 		$2.18M Buy
14,685
+2,783
+23% +$392K 0.36% 69
2017
Q2 		$1.68M Sell
11,902
-1,745
-13% -$242K 0.3% 93
2017
Q1 		$1.88M Sell
13,647
-2,964
-18% -$405K 0.37% 68
2016
Q4 		$2.24M Sell
16,611
-900
-5% -$115K 0.46% 49
2016
Q3 		$1.69M Sell
17,511
-537
-3% -$65.3K 0.33% 69
2016
Q2 		$1.53M Sell
18,048
-440
-2% -$49.6K 0.31% 76
2016
Q1 		$1.68M Sell
18,488
-1,494
-7% -$155K 0.39% 61
2015
Q4 		$2.25M Buy
19,982
+5,901
+42% +$681K 0.46% 51
2015
Q3 		$1.54M Sell
14,081
-2,491
-15% -$295K 0.37% 60
2015
Q2 		$2.08M Sell
16,572
-3,901
-19% -$487K 0.52% 39
2015
Q1 		$2.55M Buy
20,473
+4,353
+27% +$525K 0.62% 26
2014
Q4 		$4.56K Buy
16,120
+2,223
+16% +$254K 0.1% 273
2014
Q3 		$1.52M Sell
13,897
-24,112
-63% -$2.76M 0.4% 51
2014
Q2 		$2.36M Sell
38,009
-6,302
-14% -$716K 0.55% 25
2014
Q1 		$5.16M Buy
44,311
+31,987
+260% +$3.69M 1.56% 3
2013
Q4 		$1.42M Sell
12,324
-46,464
-79% -$5.13M 0.45% 42
2013
Q3 		$6.27M Sell
58,788
-4,122
-7% -$426K 2.14% 3
2013
Q2 		$6.1M Buy
+62,910
New +$6.01M 2.07% 4

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 9.7% in Q2 2026, selling an estimated $219K and leaving 7,297 shares worth $2.18M. The position accounts for 0.12% of the portfolio, ranked #170.

B. Riley Wealth Advisors first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.27M in Q3 2013. 1,009 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • B. Riley Wealth Advisors held 7,297 shares of iShares Russell 2000 ETF worth $2.18M as of Q2 2026.
  • B. Riley Wealth Advisors sold 781 iShares Russell 2000 ETF shares in Q2 2026, an estimated $219K.
  • iShares Russell 2000 ETF made up 0.12% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's iShares Russell 2000 ETF position peaked at $6.27M in Q3 2013.
  • 1,009 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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