B. Riley Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.89M | Sell |
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|
2025
Q2 | $2.92M | Buy |
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|
2024
Q4 | $4.74M | Sell |
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|
2024
Q3 | $5.59M | Sell |
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|
2024
Q2 | $6.1M | Sell |
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|
2024
Q1 | $8.21M | Buy |
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|
2023
Q4 | $6.22M | Sell |
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|
2023
Q3 | $8.21M | Buy |
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|
2023
Q2 | $6.44M | Sell |
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|
2023
Q1 | $6.68M | Sell |
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|
2022
Q4 | $6.49M | Sell |
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|
2022
Q3 | $6.42M | Buy |
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|
2022
Q2 | $695K | Buy |
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|
2022
Q1 | $654K | Sell |
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|
2021
Q4 | $788K | Buy |
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|
2021
Q3 | $730K | Buy |
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|
2021
Q2 | $649K | Buy |
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|
2021
Q1 | $601K | Buy |
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|
2020
Q4 | $278K | Sell |
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|
2020
Q3 | $314K | Buy |
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|
2020
Q2 | $225K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $203K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $263K | Buy |
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|
2016
Q2 | $221K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $279K | Sell |
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|
2015
Q2 | $333K | Buy |
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|
2015
Q1 | $329K | Buy |
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|
2014
Q4 | $298 | Buy |
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|
2014
Q3 | $279K | Sell |
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|
2014
Q2 | $253K | Buy |
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|
2014
Q1 | $271K | Sell |
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|
2013
Q4 | $278K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $201K | Buy |
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