B. Riley Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
+2,685
| New | +$767K | 0.04% | 397 |
|
|
2024
Q4 | $1.2M | Buy |
4,173
+106
| +3% | +$30.5K | 0.04% | 396 |
|
|
2024
Q3 | $1.15M | Sell |
4,067
-936
| -19% | -$264K | 0.03% | 462 |
|
|
2024
Q2 | $1.31M | Sell |
5,003
-1,626
| -25% | -$427K | 0.03% | 455 |
|
|
2024
Q1 | $1.49M | Buy |
6,629
+566
| +9% | +$127K | 0.04% | 421 |
|
|
2023
Q4 | $1.53M | Sell |
6,063
-566
| -9% | -$143K | 0.04% | 421 |
|
|
2023
Q3 | $1.49M | Buy |
6,629
+281
| +4% | +$63.1K | 0.04% | 421 |
|
|
2023
Q2 | $1.54M | Sell |
6,348
-1,021
| -14% | -$248K | 0.03% | 441 |
|
|
2023
Q1 | $1.67M | Sell |
7,369
-251
| -3% | -$56.9K | 0.04% | 393 |
|
|
2022
Q4 | $1.63M | Buy |
7,620
+726
| +11% | +$156K | 0.05% | 393 |
|
|
2022
Q3 | $1.43M | Buy |
6,894
+2,037
| +42% | +$421K | 0.04% | 391 |
|
|
2022
Q2 | $1M | Sell |
4,857
-8
| -0.2% | -$1.65K | 0.04% | 419 |
|
|
2022
Q1 | $1.25M | Buy |
4,865
+459
| +10% | +$117K | 0.04% | 414 |
|
|
2021
Q4 | $1.29M | Sell |
4,406
-3,704
| -46% | -$1.09M | 0.04% | 454 |
|
|
2021
Q3 | $2.39M | Buy |
8,110
+690
| +9% | +$203K | 0.08% | 297 |
|
|
2021
Q2 | $2.31M | Sell |
7,420
-224
| -3% | -$69.8K | 0.08% | 305 |
|
|
2021
Q1 | $2.3M | Buy |
7,644
+460
| +6% | +$138K | 0.08% | 280 |
|
|
2020
Q4 | $2.06M | Sell |
7,184
-212
| -3% | -$60.8K | 0.11% | 198 |
|
|
2020
Q3 | $1.62M | Buy |
7,396
+4,444
| +151% | +$972K | 0.09% | 234 |
|
|
2020
Q2 | $612K | Sell |
2,952
-110
| -4% | -$22.8K | 0.04% | 389 |
|
|
2020
Q1 | $485K | Buy |
3,062
+436
| +17% | +$69.1K | 0.04% | 395 |
|
|
2019
Q4 | $563K | Sell |
2,626
-7
| -0.3% | -$1.5K | 0.05% | 398 |
|
|
2019
Q3 | $508K | Sell |
2,633
-138
| -5% | -$26.6K | 0.05% | 405 |
|
|
2019
Q2 | $557K | Buy |
2,771
+255
| +10% | +$51.3K | 0.06% | 337 |
|
|
2019
Q1 | $495K | Sell |
2,516
-290
| -10% | -$57.1K | 0.06% | 346 |
|
|
2018
Q4 | $472K | Sell |
2,806
-6,540
| -70% | -$1.1M | 0.07% | 313 |
|
|
2018
Q3 | $2.01M | Sell |
9,346
-926
| -9% | -$199K | 0.24% | 92 |
|
|
2018
Q2 | $2.1M | Sell |
10,272
-8,674
| -46% | -$1.77M | 0.28% | 85 |
|
|
2018
Q1 | $3.61M | Buy |
18,946
+16,787
| +778% | +$3.2M | 0.51% | 42 |
|
|
2017
Q4 | $404K | Buy |
2,159
+896
| +71% | +$168K | 0.05% | 366 |
|
|
2017
Q3 | $227K | Buy |
+1,263
| New | +$227K | 0.04% | 464 |
|
|
2016
Q4 | – | Sell |
-1,461
| Closed | -$218K | – | 588 |
|
|
2016
Q3 | $218K | Sell |
1,461
-267
| -15% | -$39.8K | 0.04% | 509 |
|
|
2016
Q2 | $238K | Buy |
+1,728
| New | +$238K | 0.05% | 482 |
|
|
2015
Q4 | – | Sell |
-1,838
| Closed | -$247K | – | 595 |
|
|
2015
Q3 | $247K | Buy |
+1,838
| New | +$247K | 0.06% | 409 |
|
|
2015
Q1 | – | Sell |
-400
| Closed | -$57 | – | 1275 |
|
|
2014
Q4 | $57 | Buy |
+400
| New | +$57 | ﹤0.01% | 2018 |
|
|
2014
Q3 | – | Sell |
-400
| Closed | -$55.4K | – | 1275 |
|
|
2014
Q2 | $55.4K | Buy |
+400
| New | +$55.4K | 0.01% | 987 |
|