B. Riley Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
+31,766
| New | +$2.92M | 0.14% | 151 |
|
|
2024
Q4 | $4.74M | Sell |
53,586
-10,088
| -16% | -$892K | 0.16% | 144 |
|
|
2024
Q3 | $5.59M | Sell |
63,674
-11,609
| -15% | -$1.02M | 0.16% | 142 |
|
|
2024
Q2 | $6.1M | Sell |
75,283
-42,726
| -36% | -$3.46M | 0.16% | 131 |
|
|
2024
Q1 | $8.21M | Buy |
118,009
+38,020
| +48% | +$2.65M | 0.22% | 97 |
|
|
2023
Q4 | $6.22M | Sell |
79,989
-38,020
| -32% | -$2.96M | 0.17% | 134 |
|
|
2023
Q3 | $8.21M | Buy |
118,009
+29,803
| +34% | +$2.07M | 0.22% | 97 |
|
|
2023
Q2 | $6.44M | Sell |
88,206
-7,371
| -8% | -$538K | 0.14% | 152 |
|
|
2023
Q1 | $6.68M | Sell |
95,577
-619
| -0.6% | -$43.3K | 0.18% | 128 |
|
|
2022
Q4 | $6.49M | Sell |
96,196
-7,006
| -7% | -$473K | 0.18% | 132 |
|
|
2022
Q3 | $6.42M | Buy |
103,202
+92,475
| +862% | +$5.75M | 0.19% | 115 |
|
|
2022
Q2 | $695K | Buy |
10,727
+2,362
| +28% | +$153K | 0.03% | 531 |
|
|
2022
Q1 | $654K | Sell |
8,365
-1,121
| -12% | -$87.6K | 0.02% | 619 |
|
|
2021
Q4 | $788K | Buy |
9,486
+166
| +2% | +$13.8K | 0.02% | 613 |
|
|
2021
Q3 | $730K | Buy |
9,320
+1,137
| +14% | +$89.1K | 0.02% | 627 |
|
|
2021
Q2 | $649K | Buy |
8,183
+61
| +0.8% | +$4.84K | 0.02% | 662 |
|
|
2021
Q1 | $601K | Buy |
8,122
+4,077
| +101% | +$302K | 0.02% | 653 |
|
|
2020
Q4 | $278K | Sell |
4,045
-1,512
| -27% | -$104K | 0.01% | 799 |
|
|
2020
Q3 | $314K | Buy |
5,557
+1,376
| +33% | +$77.8K | 0.02% | 704 |
|
|
2020
Q2 | $225K | Buy |
+4,181
| New | +$225K | 0.02% | 733 |
|
|
2018
Q1 | – | Sell |
-3,872
| Closed | -$203K | – | 691 |
|
|
2017
Q4 | $203K | Buy |
+3,872
| New | +$203K | 0.03% | 579 |
|
|
2016
Q4 | – | Sell |
-6,036
| Closed | -$263K | – | 589 |
|
|
2016
Q3 | $263K | Buy |
6,036
+808
| +15% | +$35.2K | 0.05% | 450 |
|
|
2016
Q2 | $221K | Buy |
+5,228
| New | +$221K | 0.04% | 507 |
|
|
2015
Q4 | – | Sell |
-7,152
| Closed | -$279K | – | 596 |
|
|
2015
Q3 | $279K | Sell |
7,152
-656
| -8% | -$25.6K | 0.07% | 375 |
|
|
2015
Q2 | $333K | Buy |
7,808
+200
| +3% | +$8.53K | 0.08% | 306 |
|
|
2015
Q1 | $329K | Buy |
7,608
+472
| +7% | +$20.4K | 0.08% | 324 |
|
|
2014
Q4 | $298 | Buy |
7,136
+80
| +1% | +$3 | 0.01% | 1129 |
|
|
2014
Q3 | $279K | Sell |
7,056
-6,772
| -49% | -$268K | 0.07% | 382 |
|
|
2014
Q2 | $253K | Buy |
13,828
+6,824
| +97% | +$125K | 0.06% | 373 |
|
|
2014
Q1 | $271K | Sell |
7,004
-420
| -6% | -$16.3K | 0.08% | 287 |
|
|
2013
Q4 | $278K | Buy |
+7,424
| New | +$278K | 0.09% | 255 |
|
|
2013
Q3 | – | Sell |
-6,204
| Closed | -$201K | – | 710 |
|
|
2013
Q2 | $201K | Buy |
+6,204
| New | +$201K | 0.07% | 315 |
|