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

B. Riley Wealth Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$264K Sell
677
-1,092
-62% -$398K 0.01% 664
2026
Q1 		$532K Sell
1,769
-775
-30% -$258K 0.03% 427
2025
Q4 		$822K Sell
2,544
-56
-2% -$18.2K 0.04% 387
2025
Q3 		$832K Sell
2,600
-85
-3% -$25.6K 0.04% 383
2025
Q2 		$767K Buy
+2,685
New +$707K 0.04% 408
2024
Q4 		$1.2M Buy
4,173
+106
+3% +$31.4K 0.04% 396
2024
Q3 		$1.15M Sell
4,067
-936
-19% -$256K 0.03% 462
2024
Q2 		$1.31M Sell
5,003
-1,626
-25% -$422K 0.03% 455
2024
Q1 		$1.49M Buy
6,629
+566
+9% +$145K 0.04% 421
2023
Q4 		$1.53M Sell
6,063
-566
-9% -$128K 0.04% 421
2023
Q3 		$1.49M Buy
6,629
+281
+4% +$67.2K 0.04% 421
2023
Q2 		$1.54M Sell
6,348
-1,021
-14% -$234K 0.03% 441
2023
Q1 		$1.67M Sell
7,369
-251
-3% -$57.4K 0.04% 393
2022
Q4 		$1.63M Buy
7,620
+726
+11% +$159K 0.05% 393
2022
Q3 		$1.43M Buy
6,894
+2,037
+42% +$458K 0.04% 391
2022
Q2 		$1M Sell
4,857
-8
-0.2% -$1.78K 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% -$1.12M 0.04% 454
2021
Q3 		$2.39M Buy
8,110
+690
+9% +$207K 0.08% 297
2021
Q2 		$2.31M Sell
7,420
-224
-3% -$67.4K 0.08% 305
2021
Q1 		$2.3M Buy
7,644
+460
+6% +$143K 0.08% 280
2020
Q4 		$2.06M Sell
7,184
-212
-3% -$54K 0.11% 198
2020
Q3 		$1.62M Buy
7,396
+4,444
+151% +$973K 0.09% 234
2020
Q2 		$612K Sell
2,952
-110
-4% -$20.6K 0.04% 389
2020
Q1 		$485K Buy
3,062
+436
+17% +$86.6K 0.04% 395
2019
Q4 		$563K Sell
2,626
-7
-0.3% -$1.42K 0.05% 398
2019
Q3 		$508K Sell
2,633
-138
-5% -$27.4K 0.05% 405
2019
Q2 		$557K Buy
2,771
+255
+10% +$50.4K 0.06% 337
2019
Q1 		$495K Sell
2,516
-290
-10% -$55.2K 0.06% 346
2018
Q4 		$472K Sell
2,806
-6,540
-70% -$1.22M 0.07% 313
2018
Q3 		$2.01M Sell
9,346
-926
-9% -$197K 0.24% 92
2018
Q2 		$2.1M Sell
10,272
-8,674
-46% -$1.74M 0.28% 85
2018
Q1 		$3.61M Buy
18,946
+16,787
+778% +$3.22M 0.51% 42
2017
Q4 		$404K Buy
2,159
+896
+71% +$164K 0.05% 366
2017
Q3 		$227K Buy
+1,263
New +$215K 0.04% 464
2016
Q4 		– Sell
-1,461
Closed -$218K – 588
2016
Q3 		$218K Sell
1,461
-267
-15% -$38.9K 0.04% 509
2016
Q2 		$238K Buy
+1,728
New +$233K 0.05% 482
2015
Q4 		– Sell
-1,838
Closed -$247K – 595
2015
Q3 		$247K Buy
+1,838
New +$272K 0.06% 409
2015
Q1 		– Sell
-400
Closed -$57 – 1277
2014
Q4 		$57 Buy
+400
New +$54.1K ﹤0.01% 2020
2014
Q3 		– Sell
-400
Closed -$55.4K – 1274
2014
Q2 		$55.4K Buy
+400
New +$52.6K 0.01% 987

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM

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

B. Riley Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 62% in Q2 2026, selling an estimated $398K and leaving 677 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #664.

B. Riley Wealth Advisors first reported a position in IWO in Q2 2014 and has held it in 40 quarters since. The position peaked at $3.61M in Q1 2018. 247 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • B. Riley Wealth Advisors held 677 shares of iShares Russell 2000 Growth ETF worth $264K as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,092 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $398K.
  • iShares Russell 2000 Growth ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #664 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2014 and has held it in 40 quarters since.
  • B. Riley Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $3.61M in Q1 2018.
  • 247 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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