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

B. Riley Wealth Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
6,463
+547
+9% +$86.3K 0.06% 299
2026
Q1 		$842K Sell
5,916
-147
-2% -$21.8K 0.05% 319
2025
Q4 		$855K Buy
6,063
+216
+4% +$30.2K 0.04% 379
2025
Q3 		$817K Sell
5,847
-4,085
-41% -$558K 0.04% 386
2025
Q2 		$1.31M Buy
+9,932
New +$1.25M 0.06% 290
2024
Q4 		$2.32M Sell
17,905
-957
-5% -$128K 0.08% 253
2024
Q3 		$2.48M Sell
18,862
-2,302
-11% -$291K 0.07% 277
2024
Q2 		$2.56M Sell
21,164
-9,693
-31% -$1.18M 0.07% 286
2024
Q1 		$3.24M Buy
30,857
+5,700
+23% +$671K 0.09% 222
2023
Q4 		$2.93M Sell
25,157
-5,700
-18% -$607K 0.08% 263
2023
Q3 		$3.24M Buy
30,857
+4,928
+19% +$543K 0.09% 222
2023
Q2 		$2.85M Buy
25,929
+1,211
+5% +$128K 0.06% 284
2023
Q1 		$2.63M Buy
24,718
+427
+2% +$46.6K 0.07% 283
2022
Q4 		$2.56M Sell
24,291
-1,322
-5% -$139K 0.07% 283
2022
Q3 		$2.46M Buy
25,613
+19,174
+298% +$2.05M 0.07% 264
2022
Q2 		$655K Buy
6,439
+1,522
+31% +$170K 0.03% 559
2022
Q1 		$589K Sell
4,917
-9
-0.2% -$1.06K 0.02% 672
2021
Q4 		$603K Buy
4,926
+1,888
+62% +$225K 0.02% 721
2021
Q3 		$344K Buy
3,038
+474
+18% +$54.9K 0.01% 973
2021
Q2 		$295K Buy
2,564
+165
+7% +$18.9K 0.01% 1030
2021
Q1 		$263K Buy
+2,399
New +$250K 0.01% 1063
2018
Q4 		– Sell
-2,795
Closed -$253K – 702
2018
Q3 		$253K Buy
2,795
+159
+6% +$14.4K 0.03% 556
2018
Q2 		$234K Buy
+2,636
New +$232K 0.03% 560
2016
Q4 		– Sell
-17,261
Closed -$1.08M – 590
2016
Q3 		$1.08M Sell
17,261
-2,872
-14% -$219K 0.21% 118
2016
Q2 		$1.24M Buy
20,133
+4,073
+25% +$295K 0.25% 101
2016
Q1 		$890K Sell
16,060
-805
-5% -$53.1K 0.21% 125
2015
Q4 		$1.16M Buy
16,865
+3,335
+25% +$234K 0.23% 117
2015
Q3 		$908K Buy
13,530
+32
+0.2% +$2.27K 0.22% 120
2015
Q2 		$996K Buy
13,498
+50
+0.4% +$3.77K 0.25% 105
2015
Q1 		$1.01M Buy
13,448
+445
+3% +$33.2K 0.25% 103
2014
Q4 		$959 Buy
13,003
+1,148
+10% +$82.5K 0.02% 767
2014
Q3 		$830K Sell
11,855
-10,598
-47% -$760K 0.22% 121
2014
Q2 		$823K Buy
22,453
+10,433
+87% +$728K 0.19% 112
2014
Q1 		$826K Buy
12,020
+710
+6% +$47.2K 0.25% 93
2013
Q4 		$743K Buy
11,310
+827
+8% +$52.7K 0.24% 103
2013
Q3 		$639K Buy
10,483
+240
+2% +$14.5K 0.22% 111
2013
Q2 		$593K Buy
+10,243
New +$594K 0.2% 122

Other funds holding IWS

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 9.2% in Q2 2026, buying an estimated $86.3K and bringing the position to 6,463 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #299.

B. Riley Wealth Advisors first reported a position in IWS in Q2 2013 and has held it in 37 quarters since. The position peaked at $3.24M in Q1 2024. 206 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • B. Riley Wealth Advisors held 6,463 shares of iShares Russell Mid-Cap Value ETF worth $1.07M as of Q2 2026.
  • B. Riley Wealth Advisors bought 547 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $86.3K.
  • iShares Russell Mid-Cap Value ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #299 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 37 quarters since.
  • B. Riley Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $3.24M in Q1 2024.
  • 206 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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