BRWA
B. Riley Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Buy |
+32,933
| New | +$4.57M | 0.21% | 98 |
|
|
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% | -$1.65M | 0.27% | 77 |
|
|
2024
Q2 | $10.7M | Sell |
96,742
-62,506
| -39% | -$6.9M | 0.27% | 75 |
|
|
2024
Q1 | $14.6M | Buy |
159,248
+50,178
| +46% | +$4.59M | 0.39% | 47 |
|
|
2023
Q4 | $11.4M | Sell |
109,070
-50,178
| -32% | -$5.24M | 0.31% | 63 |
|
|
2023
Q3 | $14.6M | Buy |
159,248
+35,712
| +29% | +$3.27M | 0.39% | 47 |
|
|
2023
Q2 | $11.9M | Sell |
123,536
-12,969
| -10% | -$1.25M | 0.27% | 79 |
|
|
2023
Q1 | $12.4M | Buy |
136,505
+3,968
| +3% | +$361K | 0.33% | 63 |
|
|
2022
Q4 | $11.1M | Buy |
132,537
+1,167
| +0.9% | +$97.6K | 0.31% | 72 |
|
|
2022
Q3 | $10.3M | Buy |
131,370
+119,838
| +1,039% | +$9.4M | 0.31% | 71 |
|
|
2022
Q2 | $914K | Buy |
11,532
+397
| +4% | +$31.5K | 0.04% | 448 |
|
|
2022
Q1 | $1.12M | Sell |
11,135
-19,417
| -64% | -$1.95M | 0.04% | 450 |
|
|
2021
Q4 | $3.52M | Buy |
30,552
+6,157
| +25% | +$710K | 0.1% | 213 |
|
|
2021
Q3 | $2.74M | Buy |
24,395
+225
| +0.9% | +$25.2K | 0.09% | 264 |
|
|
2021
Q2 | $2.71M | Sell |
24,170
-992
| -4% | -$111K | 0.09% | 266 |
|
|
2021
Q1 | $2.57M | Sell |
25,162
-395
| -2% | -$40.4K | 0.09% | 259 |
|
|
2020
Q4 | $2.62M | Sell |
25,557
-43,219
| -63% | -$4.44M | 0.14% | 166 |
|
|
2020
Q3 | $11.4M | Buy |
68,776
+8,402
| +14% | +$1.39M | 0.61% | 34 |
|
|
2020
Q2 | $9.55M | Buy |
60,374
+52,457
| +663% | +$8.3M | 0.64% | 30 |
|
|
2020
Q1 | $963K | Buy |
7,917
+5,387
| +213% | +$655K | 0.08% | 248 |
|
|
2019
Q4 | $387K | Buy |
+2,530
| New | +$387K | 0.03% | 510 |
|
|
2017
Q3 | – | Sell |
-4,740
| Closed | -$513K | – | 568 |
|
|
2017
Q2 | $513K | Buy |
+4,740
| New | +$513K | 0.09% | 246 |
|
|
2015
Q1 | – | Sell |
-1,261
| Closed | -$118 | – | 1276 |
|
|
2014
Q4 | $118 | Buy |
+1,261
| New | +$118 | ﹤0.01% | 1628 |
|
|
2014
Q3 | – | Sell |
-1,161
| Closed | -$104K | – | 1276 |
|
|
2014
Q2 | $104K | Buy |
+1,161
| New | +$104K | 0.02% | 706 |
|