B. Riley Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,245
| Closed | -$760K | – | 1506 |
|
|
2024
Q1 | $760K | Buy |
7,245
+880
| +14% | +$107K | 0.02% | 611 |
|
|
2023
Q4 | $742K | Sell |
6,365
-880
| -12% | -$95.7K | 0.02% | 633 |
|
|
2023
Q3 | $760K | Sell |
7,245
-801
| -10% | -$87.1K | 0.02% | 611 |
|
|
2023
Q2 | $872K | Sell |
8,046
-291
| -3% | -$29.8K | 0.02% | 614 |
|
|
2023
Q1 | $834K | Buy |
8,337
+233
| +3% | +$22.8K | 0.02% | 599 |
|
|
2022
Q4 | $757K | Buy |
8,104
+767
| +10% | +$72.1K | 0.02% | 639 |
|
|
2022
Q3 | $644K | Buy |
7,337
+162
| +2% | +$15.8K | 0.02% | 660 |
|
|
2022
Q2 | $663K | Buy |
7,175
+1
| +0% | +$100 | 0.03% | 555 |
|
|
2022
Q1 | $799K | Buy |
7,174
+53
| +0.7% | +$5.82K | 0.03% | 556 |
|
|
2021
Q4 | $839K | Sell |
7,121
-167
| -2% | -$19.2K | 0.02% | 585 |
|
|
2021
Q3 | $786K | Sell |
7,288
-127
| -2% | -$14.1K | 0.03% | 598 |
|
|
2021
Q2 | $790K | Buy |
7,415
+238
| +3% | +$25K | 0.03% | 593 |
|
|
2021
Q1 | $713K | Sell |
7,177
-240
| -3% | -$23.4K | 0.03% | 585 |
|
|
2020
Q4 | $700K | Buy |
7,417
+321
| +5% | +$28.5K | 0.04% | 435 |
|
|
2020
Q3 | $592K | Sell |
7,096
-80
| -1% | -$6.58K | 0.03% | 478 |
|
|
2020
Q2 | $550K | Sell |
7,176
-524
| -7% | -$37.8K | 0.04% | 423 |
|
|
2020
Q1 | $486K | Buy |
7,700
+790
| +11% | +$59.6K | 0.04% | 392 |
|
|
2019
Q4 | $552K | Sell |
6,910
-258
| -4% | -$19.7K | 0.05% | 401 |
|
|
2019
Q3 | $529K | Buy |
7,168
+18
| +0.3% | +$1.32K | 0.05% | 389 |
|
|
2019
Q2 | $523K | Buy |
7,150
+350
| +5% | +$25.2K | 0.06% | 361 |
|
|
2019
Q1 | $481K | Buy |
6,800
+10
| +0.1% | +$679 | 0.06% | 355 |
|
|
2018
Q4 | $423K | Sell |
6,790
-36
| -0.5% | -$2.42K | 0.06% | 346 |
|
|
2018
Q3 | $497K | Buy |
6,826
+1,776
| +35% | +$127K | 0.06% | 352 |
|
|
2018
Q2 | $345K | Sell |
5,050
-2,110
| -29% | -$143K | 0.05% | 416 |
|
|
2018
Q1 | $473K | Buy |
7,160
+8
| +0.1% | +$547 | 0.07% | 324 |
|
|
2017
Q4 | $478K | Sell |
7,152
-98
| -1% | -$6.38K | 0.06% | 323 |
|
|
2017
Q3 | $457K | Buy |
7,250
+1,950
| +37% | +$120K | 0.08% | 279 |
|
|
2017
Q2 | $322K | Buy |
+5,300
| New | +$318K | 0.06% | 347 |
|
|
2014
Q1 | – | Sell |
-5,372
| Closed | -$251K | – | 772 |
|
|
2013
Q4 | $251K | Hold |
5,372
| – | – | 0.08% | 286 |
|
|
2013
Q3 | $229K | Sell |
5,372
-2,462
| -31% | -$104K | 0.08% | 289 |
|
|
2013
Q2 | $316K | Buy |
+7,834
| New | +$318K | 0.11% | 217 |
|
Other funds holding IYY
SC
SFS
B. Riley Wealth Advisors's IYY Position: Q2 2024 in Review
B. Riley Wealth Advisors sold out of iShares Dow Jones US ETF (IYY) in Q2 2024, closing a stake of 7,245 shares — an estimated $760K sold.
B. Riley Wealth Advisors first reported a position in IYY in Q2 2013 and held it in 31 quarters. The position peaked at $872K in Q2 2023. 220 funds tracked by Wall St. Rank hold IYY as of Q2 2024.
- B. Riley Wealth Advisors reported no remaining iShares Dow Jones US ETF position as of Q2 2024 after selling out during the quarter.
- B. Riley Wealth Advisors sold 7,245 iShares Dow Jones US ETF shares in Q2 2024, an estimated $760K.
- B. Riley Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q2 2013 and held it in 31 quarters.
- B. Riley Wealth Advisors's iShares Dow Jones US ETF position peaked at $872K in Q2 2023.
- 220 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2024.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.