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

B. Riley Wealth Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,346
Closed -$221K – 1373
2024
Q4 		$221K Sell
1,346
-6
-0.4% -$1.02K 0.01% 998
2024
Q3 		$224K Sell
1,352
-129
-9% -$21K 0.01% 1089
2024
Q2 		$226K Sell
1,481
-1,092
-42% -$167K 0.01% 1164
2024
Q1 		$351K Buy
2,573
+170
+7% +$25.7K 0.01% 969
2023
Q4 		$373K Sell
2,403
-170
-7% -$23.5K 0.01% 961
2023
Q3 		$351K Buy
2,573
+110
+4% +$15.8K 0.01% 969
2023
Q2 		$347K Sell
2,463
-88
-3% -$11.9K 0.01% 1038
2023
Q1 		$349K Sell
2,551
-76
-3% -$11K 0.01% 985
2022
Q4 		$364K Buy
2,627
+5
+0.2% +$706 0.01% 941
2022
Q3 		$339K Buy
2,622
+1,027
+64% +$148K 0.01% 941
2022
Q2 		$218K Buy
1,595
+70
+5% +$10.4K 0.01% 1016
2022
Q1 		$247K Sell
1,525
-29
-2% -$4.62K 0.01% 1102
2021
Q4 		$258K Sell
1,554
-6,686
-81% -$1.11M 0.01% 1146
2021
Q3 		$1.32M Buy
8,240
+692
+9% +$111K 0.04% 441
2021
Q2 		$1.25M Buy
7,548
+408
+6% +$67.3K 0.04% 448
2021
Q1 		$1.14M Sell
7,140
-852
-11% -$129K 0.04% 443
2020
Q4 		$1.05M Sell
7,992
-472
-6% -$55.7K 0.06% 311
2020
Q3 		$840K Buy
+8,464
New +$860K 0.04% 355
2018
Q3 		– Sell
-11,077
Closed -$1.46M – 731
2018
Q2 		$1.46M Buy
+11,077
New +$1.43M 0.19% 125
2017
Q1 		– Sell
-3,335
Closed -$398K – 547
2016
Q4 		$398K Buy
3,335
+1,248
+60% +$138K 0.08% 276
2016
Q3 		$220K Buy
+2,087
New +$214K 0.04% 508
2015
Q1 		– Sell
-1,628
Closed -$166K – 1276
2014
Q4 		$166K Buy
+1,628
New +$160K ﹤0.01% 1470
2014
Q3 		– Sell
-1,748
Closed -$181K – 1273
2014
Q2 		$181K Buy
+1,748
New +$174K 0.04% 488

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

B. Riley Wealth Advisors's IWN Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 1,346 shares — an estimated $221K sold.

B. Riley Wealth Advisors first reported a position in IWN in Q2 2014 and held it in 23 quarters. The position peaked at $1.46M in Q2 2018. 986 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,346 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $221K.
  • B. Riley Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2014 and held it in 23 quarters.
  • B. Riley Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $1.46M in Q2 2018.
  • 986 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.