BRWA
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B. Riley Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

B. Riley Wealth Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.19M Buy
28,969
+792
+3% +$109K 0.22% 103
2026
Q1 		$3.48M Sell
28,177
-1,493
-5% -$202K 0.22% 107
2025
Q4 		$4.06M Buy
29,670
+913
+3% +$128K 0.19% 118
2025
Q3 		$4.1M Sell
28,757
-4,176
-13% -$590K 0.19% 112
2025
Q2 		$4.57M Buy
+32,933
New +$4.17M 0.21% 101
2024
Q4 		$7.97M Sell
62,892
-19,779
-24% -$2.51M 0.26% 83
2024
Q3 		$9.68M Sell
82,671
-14,071
-15% -$1.57M 0.27% 77
2024
Q2 		$10.7M Sell
96,742
-62,506
-39% -$6.87M 0.27% 75
2024
Q1 		$14.6M Buy
159,248
+50,178
+46% +$5.43M 0.39% 47
2023
Q4 		$11.4M Sell
109,070
-50,178
-32% -$4.76M 0.31% 63
2023
Q3 		$14.6M Buy
159,248
+35,712
+29% +$3.41M 0.39% 47
2023
Q2 		$11.9M Sell
123,536
-12,969
-10% -$1.18M 0.27% 79
2023
Q1 		$12.4M Buy
136,505
+3,968
+3% +$354K 0.33% 63
2022
Q4 		$11.1M Buy
132,537
+1,167
+0.9% +$98.2K 0.31% 72
2022
Q3 		$10.3M Buy
131,370
+119,838
+1,039% +$10.3M 0.31% 71
2022
Q2 		$914K Buy
11,532
+397
+4% +$34.6K 0.04% 448
2022
Q1 		$1.12M Sell
11,135
-19,417
-64% -$1.93M 0.04% 450
2021
Q4 		$3.52M Buy
30,552
+6,157
+25% +$718K 0.1% 213
2021
Q3 		$2.74M Buy
24,395
+225
+0.9% +$25.9K 0.09% 264
2021
Q2 		$2.71M Sell
24,170
-992
-4% -$106K 0.09% 266
2021
Q1 		$2.57M Sell
25,162
-395
-2% -$41.3K 0.09% 259
2020
Q4 		$2.62M Sell
25,557
-111,995
-81% -$10.7M 0.14% 166
2020
Q3 		$11.4M Buy
137,552
+16,804
+14% +$1.42M 0.61% 34
2020
Q2 		$9.55M Buy
120,748
+104,914
+663% +$7.61M 0.64% 30
2020
Q1 		$963K Buy
15,834
+10,774
+213% +$785K 0.08% 248
2019
Q4 		$387K Buy
+5,060
New +$371K 0.03% 510
2017
Q3 		– Sell
-9,480
Closed -$513K – 568
2017
Q2 		$513K Buy
+9,480
New +$504K 0.09% 246
2015
Q1 		– Sell
-2,522
Closed -$118 – 1278
2014
Q4 		$118 Buy
+2,522
New +$114K ﹤0.01% 1630
2014
Q3 		– Sell
-2,322
Closed -$104K – 1275
2014
Q2 		$104K Buy
+2,322
New +$99.8K 0.02% 706

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.8% in Q2 2026, buying an estimated $109K and bringing the position to 28,969 shares worth $4.19M. The position accounts for 0.22% of the portfolio, ranked #103.

B. Riley Wealth Advisors first reported a position in IWP in Q2 2014 and has held it in 29 quarters since. The position peaked at $14.6M in Q1 2024. 432 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • B. Riley Wealth Advisors held 28,969 shares of iShares Russell Mid-Cap Growth ETF worth $4.19M as of Q2 2026.
  • B. Riley Wealth Advisors bought 792 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $109K.
  • iShares Russell Mid-Cap Growth ETF made up 0.22% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2014 and has held it in 29 quarters since.
  • B. Riley Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $14.6M in Q1 2024.
  • 432 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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