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B. Riley Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

B. Riley Wealth Advisors’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$506K Sell
6,501
-374
-5% -$28.8K 0.02% 691
2024
Q3 		$486K Sell
6,875
-1,541
-18% -$106K 0.01% 750
2024
Q2 		$549K Buy
8,416
+4,902
+139% +$318K 0.01% 774
2024
Q1 		$546K Sell
3,514
-4,895
-58% -$304K 0.01% 752
2023
Q4 		$502K Sell
8,409
-2,133
-20% -$115K 0.01% 809
2023
Q3 		$546K Sell
10,542
-2,352
-18% -$127K 0.01% 752
2023
Q2 		$679K Buy
12,894
+432
+3% +$21.9K 0.02% 724
2023
Q1 		$627K Sell
12,462
-171
-1% -$9.33K 0.02% 719
2022
Q4 		$663K Sell
12,633
-1,797
-12% -$94.2K 0.02% 684
2022
Q3 		$680K Buy
14,430
+7,650
+113% +$401K 0.02% 641
2022
Q2 		$335K Hold
6,780
– – 0.01% 825
2022
Q1 		$408K Sell
6,780
-561
-8% -$35.4K 0.01% 861
2021
Q4 		$473K Sell
7,341
-453
-6% -$29.5K 0.01% 836
2021
Q3 		$489K Sell
7,794
-252
-3% -$15.8K 0.02% 794
2021
Q2 		$497K Buy
8,046
+3
+0% +$183 0.02% 774
2021
Q1 		$460K Buy
8,043
+132
+2% +$7.14K 0.02% 777
2020
Q4 		$396K Sell
7,911
-34,098
-81% -$1.54M 0.02% 611
2020
Q3 		$1.71M Buy
42,009
+6,288
+18% +$259K 0.09% 226
2020
Q2 		$1.42M Buy
+35,721
New +$1.37M 0.1% 219

Other funds holding IYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Advisors's IYG Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its iShares US Financial Services ETF (IYG) stake by 5.4% in Q4 2024, selling an estimated $28.8K and leaving 6,501 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #691.

B. Riley Wealth Advisors first reported a position in IYG in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.71M in Q3 2020. 249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

  • B. Riley Wealth Advisors held 6,501 shares of iShares US Financial Services ETF worth $506K as of Q4 2024.
  • B. Riley Wealth Advisors sold 374 iShares US Financial Services ETF shares in Q4 2024, an estimated $28.8K.
  • iShares US Financial Services ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #691 holding.
  • B. Riley Wealth Advisors first reported a position in iShares US Financial Services ETF in Q2 2020 and has held it in 19 quarters since.
  • B. Riley Wealth Advisors's iShares US Financial Services ETF position peaked at $1.71M in Q3 2020.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.