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B. Riley Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

B. Riley Wealth Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$275K Hold
650
– – 0.01% 656
2026
Q1 		$234K Sell
650
-10
-2% -$3.87K 0.01% 663
2025
Q4 		$255K Sell
660
-50
-7% -$19.2K 0.01% 770
2025
Q3 		$269K Hold
710
– – 0.01% 766
2025
Q2 		$249K Buy
+710
New +$231K 0.01% 788
2024
Q4 		$732K Buy
2,189
+168
+8% +$56.6K 0.02% 552
2024
Q3 		$660K Sell
2,021
-56
-3% -$17.6K 0.02% 639
2024
Q2 		$641K Sell
2,077
-379
-15% -$113K 0.02% 701
2024
Q1 		$604K Buy
2,456
+325
+15% +$92.7K 0.02% 706
2023
Q4 		$583K Sell
2,131
-325
-13% -$82.9K 0.02% 739
2023
Q3 		$604K Buy
2,456
+28
+1% +$7.15K 0.02% 706
2023
Q2 		$618K Sell
2,428
-23
-0.9% -$5.53K 0.01% 764
2023
Q1 		$577K Sell
2,451
-50
-2% -$11.5K 0.02% 745
2022
Q4 		$552K Sell
2,501
-80
-3% -$17.8K 0.02% 747
2022
Q3 		$534K Buy
2,581
+366
+17% +$84.2K 0.02% 728
2022
Q2 		$482K Sell
2,215
-154
-7% -$36.5K 0.02% 675
2022
Q1 		$622K Buy
2,369
+2
+0.1% +$518 0.02% 645
2021
Q4 		$657K Hold
2,367
– – 0.02% 685
2021
Q3 		$604K Hold
2,367
– – 0.02% 698
2021
Q2 		$606K Sell
2,367
-98
-4% -$24.4K 0.02% 678
2021
Q1 		$585K Buy
+2,465
New +$573K 0.02% 660
2015
Q1 		– Sell
-80
Closed -$9 – 1279
2014
Q4 		$9 Buy
+80
New +$9.55K ﹤0.01% 2922
2014
Q3 		– Sell
-12
Closed -$1.39K – 1276
2014
Q2 		$1.39K Buy
+12
New +$1.36K ﹤0.01% 2270

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

B. Riley Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 650 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #656.

B. Riley Wealth Advisors first reported a position in IWV in Q2 2014 and has held it in 23 quarters since. The position peaked at $732K in Q4 2024. 395 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • B. Riley Wealth Advisors held 650 shares of iShares Russell 3000 ETF worth $275K as of Q2 2026.
  • B. Riley Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #656 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q2 2014 and has held it in 23 quarters since.
  • B. Riley Wealth Advisors's iShares Russell 3000 ETF position peaked at $732K in Q4 2024.
  • 395 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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