B. Riley Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $269K | Hold |
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|
2025
Q2 | $249K | Buy |
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|
2024
Q4 | $732K | Buy |
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|
2024
Q3 | $660K | Sell |
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|
2024
Q2 | $641K | Sell |
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|
2024
Q1 | $604K | Buy |
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|
2023
Q4 | $583K | Sell |
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|
2023
Q3 | $604K | Buy |
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|
2023
Q2 | $618K | Sell |
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|
2023
Q1 | $577K | Sell |
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|
2022
Q4 | $552K | Sell |
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|
2022
Q3 | $534K | Buy |
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|
2022
Q2 | $482K | Sell |
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|
2022
Q1 | $622K | Buy |
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|
2021
Q4 | $657K | Hold |
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|
2021
Q3 | $604K | Hold |
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|
2021
Q2 | $606K | Sell |
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|
2021
Q1 | $585K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $9 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.39K | Buy |
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