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B. Riley Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

B. Riley Wealth Advisors’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,136
Closed -$1.95M – 1102
2025
Q3 		$1.95M Buy
+7,136
New +$1.85M 0.09% 207
2024
Q4 		$8.25M Buy
35,060
+25,238
+257% +$5.79M 0.27% 74
2024
Q3 		$2.16M Sell
9,822
-35,101
-78% -$7.47M 0.06% 304
2024
Q2 		$9.64M Buy
44,923
+34,136
+316% +$6.8M 0.25% 85
2024
Q1 		$1.66M Sell
10,787
-23,838
-69% -$4.46M 0.05% 402
2023
Q4 		$6.07M Buy
34,625
+23,838
+221% +$3.91M 0.16% 139
2023
Q3 		$1.66M Sell
10,787
-31,875
-75% -$5.08M 0.05% 402
2023
Q2 		$6.76M Buy
42,662
+1,938
+5% +$283K 0.15% 142
2023
Q1 		$5.66M Buy
40,724
+29,782
+272% +$3.87M 0.15% 156
2022
Q4 		$1.32M Buy
10,942
+225
+2% +$28K 0.04% 451
2022
Q3 		$1.28M Buy
+10,717
New +$1.44M 0.04% 427
2022
Q1 		– Sell
-1,587
Closed -$276K – 1454
2021
Q4 		$276K Sell
1,587
-28
-2% -$4.67K 0.01% 1118
2021
Q3 		$247K Buy
+1,615
New +$255K 0.01% 1145
2021
Q2 		– Sell
-22,243
Closed -$2.99M – 1411
2021
Q1 		$2.99M Buy
+22,243
New +$2.98M 0.11% 215
2014
Q3 		– Sell
-500
Closed -$23.9K – 1277
2014
Q2 		$23.9K Buy
+500
New +$23.1K 0.01% 1389

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Advisors's IWY Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2025, closing a stake of 7,136 shares — an estimated $1.95M sold.

B. Riley Wealth Advisors first reported a position in IWY in Q2 2014 and held it in 15 quarters. The position peaked at $9.64M in Q2 2024. 647 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,136 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $1.95M.
  • B. Riley Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2014 and held it in 15 quarters.
  • B. Riley Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $9.64M in Q2 2024.
  • 647 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.