B. Riley Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

B. Riley Wealth Advisors’s Portfolio IYM Stock Details IYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-225	Closed	-$19K	–	1287
2014 Q4	$19K	Buy	+225	New	+$18.7K	﹤0.01%	2571
2014 Q3	–	Sell	-1,181	Closed	-$103K	–	1282
2014 Q2	$103K	Buy	+1,181	New	+$100K	0.02%	708

Other funds holding IYM

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

Chartist Inc Seal Beach, California $160M AUM 15.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

B. Riley Wealth Advisors's IYM Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of iShares US Basic Materials ETF (IYM) in Q1 2015, closing a stake of 225 shares — an estimated $19K sold.

B. Riley Wealth Advisors first reported a position in IYM in Q2 2014 and held it in 2 quarters. The position peaked at $103K in Q2 2014. 103 funds tracked by Wall St. Rank hold IYM as of Q1 2015.

B. Riley Wealth Advisors reported no remaining iShares US Basic Materials ETF position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 225 iShares US Basic Materials ETF shares in Q1 2015, an estimated $19K.
B. Riley Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's iShares US Basic Materials ETF position peaked at $103K in Q2 2014.
103 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.