BRWA
B. Riley Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Buy |
+23,334
| New | +$4.04M | 0.19% | 112 |
|
|
2024
Q4 | $6.76M | Sell |
42,398
-21,123
| -33% | -$3.37M | 0.22% | 100 |
|
|
2024
Q3 | $9.55M | Sell |
63,521
-7,369
| -10% | -$1.11M | 0.27% | 78 |
|
|
2024
Q2 | $10.7M | Buy |
70,890
+7,765
| +12% | +$1.17M | 0.27% | 76 |
|
|
2024
Q1 | $6.63M | Buy |
63,125
+1,942
| +3% | +$204K | 0.18% | 124 |
|
|
2023
Q4 | $7.51M | Sell |
61,183
-1,942
| -3% | -$238K | 0.2% | 112 |
|
|
2023
Q3 | $6.63M | Sell |
63,125
-27,077
| -30% | -$2.84M | 0.18% | 124 |
|
|
2023
Q2 | $9.82M | Sell |
90,202
-3,525
| -4% | -$384K | 0.22% | 90 |
|
|
2023
Q1 | $8.7M | Buy |
93,727
+14,935
| +19% | +$1.39M | 0.23% | 93 |
|
|
2022
Q4 | $5.87M | Buy |
78,792
+56,496
| +253% | +$4.21M | 0.16% | 146 |
|
|
2022
Q3 | $1.64M | Buy |
22,296
+7,887
| +55% | +$579K | 0.05% | 357 |
|
|
2022
Q2 | $1.15M | Sell |
14,409
-1,120
| -7% | -$89.5K | 0.05% | 376 |
|
|
2022
Q1 | $1.6M | Sell |
15,529
-277
| -2% | -$28.6K | 0.05% | 345 |
|
|
2021
Q4 | $1.82M | Sell |
15,806
-438
| -3% | -$50.3K | 0.05% | 381 |
|
|
2021
Q3 | $1.65M | Buy |
16,244
+465
| +3% | +$47.1K | 0.05% | 389 |
|
|
2021
Q2 | $1.57M | Buy |
15,779
+480
| +3% | +$47.7K | 0.05% | 394 |
|
|
2021
Q1 | $1.34M | Buy |
15,299
+3,101
| +25% | +$272K | 0.05% | 405 |
|
|
2020
Q4 | $1.04M | Buy |
12,198
+7,646
| +168% | +$651K | 0.06% | 317 |
|
|
2020
Q3 | $1.32M | Buy |
4,552
+61
| +1% | +$17.7K | 0.07% | 266 |
|
|
2020
Q2 | $1.21M | Buy |
4,491
+1,880
| +72% | +$507K | 0.08% | 244 |
|
|
2020
Q1 | $534K | Sell |
2,611
-85
| -3% | -$17.4K | 0.05% | 366 |
|
|
2019
Q4 | $627K | Sell |
2,696
-103
| -4% | -$24K | 0.05% | 351 |
|
|
2019
Q3 | $572K | Sell |
2,799
-2
| -0.1% | -$409 | 0.06% | 363 |
|
|
2019
Q2 | $555K | Sell |
2,801
-154
| -5% | -$30.5K | 0.06% | 341 |
|
|
2019
Q1 | $564K | Sell |
2,955
-294
| -9% | -$56.1K | 0.07% | 299 |
|
|
2018
Q4 | $520K | Sell |
3,249
-449
| -12% | -$71.9K | 0.07% | 287 |
|
|
2018
Q3 | $719K | Sell |
3,698
-19
| -0.5% | -$3.69K | 0.09% | 248 |
|
|
2018
Q2 | $663K | Sell |
3,717
-28
| -0.7% | -$4.99K | 0.09% | 252 |
|
|
2018
Q1 | $631K | Sell |
3,745
-1,404
| -27% | -$237K | 0.09% | 248 |
|
|
2017
Q4 | $839K | Sell |
5,149
-56
| -1% | -$9.13K | 0.11% | 201 |
|
|
2017
Q3 | $781K | Buy |
5,205
+111
| +2% | +$16.7K | 0.13% | 175 |
|
|
2017
Q2 | $712K | Buy |
5,094
+36
| +0.7% | +$5.03K | 0.13% | 198 |
|
|
2017
Q1 | $684K | Buy |
5,058
+1,141
| +29% | +$154K | 0.14% | 186 |
|
|
2016
Q4 | $472K | Buy |
3,917
+60
| +2% | +$7.23K | 0.1% | 241 |
|
|
2016
Q3 | $460K | Buy |
3,857
+261
| +7% | +$31.1K | 0.09% | 287 |
|
|
2016
Q2 | $380K | Buy |
3,596
+670
| +23% | +$70.8K | 0.08% | 327 |
|
|
2016
Q1 | $317K | Buy |
2,926
+991
| +51% | +$107K | 0.07% | 335 |
|
|
2015
Q4 | $208K | Buy |
+1,935
| New | +$208K | 0.04% | 478 |
|
|
2015
Q2 | – | Sell |
-1,935
| Closed | -$203K | – | 565 |
|
|
2015
Q1 | $203K | Sell |
1,935
-6,069
| -76% | -$637K | 0.05% | 461 |
|
|
2014
Q4 | $2.65K | Buy |
8,004
+1,935
| +32% | +$641 | 0.06% | 451 |
|
|
2014
Q3 | $611K | Buy |
6,069
+3,234
| +114% | +$326K | 0.16% | 169 |
|
|
2014
Q2 | $275K | Buy |
2,835
+960
| +51% | +$93K | 0.06% | 344 |
|
|
2014
Q1 | $171K | Buy |
1,875
+250
| +15% | +$22.8K | 0.05% | 435 |
|
|
2013
Q4 | $144K | Hold |
1,625
| – | – | 0.05% | 451 |
|
|
2013
Q3 | $128K | Buy |
+1,625
| New | +$128K | 0.04% | 477 |
|