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

B. Riley Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.98M Sell
17,939
-136
-0.8% -$14.3K 0.11% 182
2026
Q1 		$1.71M Sell
18,075
-412
-2% -$41.2K 0.11% 184
2025
Q4 		$1.78M Sell
18,487
-1,094
-6% -$105K 0.08% 226
2025
Q3 		$1.89M Sell
19,581
-12,185
-38% -$1.16M 0.09% 214
2025
Q2 		$2.92M Buy
+31,766
New +$2.74M 0.14% 154
2024
Q4 		$4.74M Sell
53,586
-10,088
-16% -$916K 0.16% 144
2024
Q3 		$5.59M Sell
63,674
-11,609
-15% -$978K 0.16% 142
2024
Q2 		$6.1M Sell
75,283
-42,726
-36% -$3.48M 0.16% 131
2024
Q1 		$8.21M Buy
118,009
+38,020
+48% +$3.01M 0.22% 97
2023
Q4 		$6.22M Sell
79,989
-38,020
-32% -$2.7M 0.17% 134
2023
Q3 		$8.21M Buy
118,009
+29,803
+34% +$2.17M 0.22% 97
2023
Q2 		$6.44M Sell
88,206
-7,371
-8% -$513K 0.14% 152
2023
Q1 		$6.68M Sell
95,577
-619
-0.6% -$43.7K 0.18% 128
2022
Q4 		$6.49M Sell
96,196
-7,006
-7% -$472K 0.18% 132
2022
Q3 		$6.42M Buy
103,202
+92,475
+862% +$6.36M 0.19% 115
2022
Q2 		$695K Buy
10,727
+2,362
+28% +$168K 0.03% 531
2022
Q1 		$654K Sell
8,365
-1,121
-12% -$86.3K 0.02% 619
2021
Q4 		$788K Buy
9,486
+166
+2% +$13.6K 0.02% 613
2021
Q3 		$730K Buy
9,320
+1,137
+14% +$91.1K 0.02% 627
2021
Q2 		$649K Buy
8,183
+61
+0.8% +$4.73K 0.02% 662
2021
Q1 		$601K Buy
8,122
+4,077
+101% +$295K 0.02% 653
2020
Q4 		$278K Sell
4,045
-1,512
-27% -$96.3K 0.01% 799
2020
Q3 		$314K Buy
5,557
+1,376
+33% +$78.3K 0.02% 704
2020
Q2 		$225K Buy
+4,181
New +$210K 0.02% 733
2018
Q1 		– Sell
-3,872
Closed -$203K – 691
2017
Q4 		$203K Buy
+3,872
New +$197K 0.03% 579
2016
Q4 		– Sell
-6,036
Closed -$263K – 589
2016
Q3 		$263K Buy
6,036
+808
+15% +$35K 0.05% 450
2016
Q2 		$221K Buy
+5,228
New +$216K 0.04% 507
2015
Q4 		– Sell
-7,152
Closed -$279K – 596
2015
Q3 		$279K Sell
7,152
-656
-8% -$27.2K 0.07% 375
2015
Q2 		$333K Buy
7,808
+200
+3% +$8.7K 0.08% 306
2015
Q1 		$329K Buy
7,608
+472
+7% +$20.1K 0.08% 324
2014
Q4 		$298 Buy
7,136
+80
+1% +$3.25K 0.01% 1129
2014
Q3 		$279K Sell
7,056
-6,772
-49% -$273K 0.07% 382
2014
Q2 		$253K Buy
13,828
+6,824
+97% +$266K 0.06% 373
2014
Q1 		$271K Sell
7,004
-420
-6% -$15.9K 0.08% 287
2013
Q4 		$278K Buy
+7,424
New +$268K 0.09% 255
2013
Q3 		– Sell
-6,204
Closed -$201K – 710
2013
Q2 		$201K Buy
+6,204
New +$201K 0.07% 315

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.75% in Q2 2026, selling an estimated $14.3K and leaving 17,939 shares worth $1.98M. The position accounts for 0.11% of the portfolio, ranked #182.

B. Riley Wealth Advisors first reported a position in IWR in Q2 2013 and has held it in 36 quarters since. The position peaked at $8.21M in Q1 2024. 644 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • B. Riley Wealth Advisors held 17,939 shares of iShares Russell Mid-Cap ETF worth $1.98M as of Q2 2026.
  • B. Riley Wealth Advisors sold 136 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $14.3K.
  • iShares Russell Mid-Cap ETF made up 0.11% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #182 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 36 quarters since.
  • B. Riley Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $8.21M in Q1 2024.
  • 644 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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