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B. Riley Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History

B. Riley Wealth Advisors’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.34M Sell
3,692
-563
-13% -$202K 0.07% 245
2026
Q1 		$1.31M Sell
4,255
-10,241
-71% -$3.43M 0.08% 232
2025
Q4 		$4.97M Buy
14,496
+17
+0.1% +$5.78K 0.23% 93
2025
Q3 		$4.82M Buy
14,479
+3,910
+37% +$1.24M 0.22% 93
2025
Q2 		$3.22M Buy
+10,569
New +$2.94M 0.15% 141
2024
Q4 		$2.24M Sell
7,751
-1,955
-20% -$559K 0.07% 257
2024
Q3 		$2.68M Buy
9,706
+192
+2% +$51.3K 0.07% 258
2024
Q2 		$2.51M Sell
9,514
-22,055
-70% -$5.52M 0.06% 292
2024
Q1 		$6.36M Buy
31,569
+6,055
+24% +$1.43M 0.17% 131
2023
Q4 		$5.7M Sell
25,514
-6,055
-19% -$1.27M 0.15% 152
2023
Q3 		$6.36M Sell
31,569
-2,426
-7% -$505K 0.17% 131
2023
Q2 		$7.04M Sell
33,995
-2,033
-6% -$395K 0.16% 137
2023
Q1 		$6.74M Buy
36,028
+702
+2% +$126K 0.18% 127
2022
Q4 		$6.03M Sell
35,326
-3,376
-9% -$583K 0.17% 142
2022
Q3 		$6.29M Buy
38,702
+24,661
+176% +$4.48M 0.19% 121
2022
Q2 		$2.42M Buy
14,041
+1,541
+12% +$288K 0.1% 205
2022
Q1 		$2.61M Buy
12,500
+1,143
+10% +$235K 0.09% 242
2021
Q4 		$2.49M Buy
11,357
+964
+9% +$204K 0.07% 301
2021
Q3 		$2.05M Buy
10,393
+1,480
+17% +$301K 0.07% 327
2021
Q2 		$1.71M Sell
8,913
-171
-2% -$32.5K 0.06% 376
2021
Q1 		$1.62M Sell
9,084
-166
-2% -$29.3K 0.06% 359
2020
Q4 		$1.59M Sell
9,250
-2,148
-19% -$351K 0.08% 234
2020
Q3 		$1.73M Sell
11,398
-926
-8% -$142K 0.09% 222
2020
Q2 		$1.76M Buy
12,324
+3,473
+39% +$467K 0.12% 186
2020
Q1 		$1.05M Buy
8,851
+7,138
+417% +$983K 0.09% 227
2019
Q4 		$247K Buy
1,713
+123
+8% +$16.9K 0.02% 684
2019
Q3 		$209K Buy
+1,590
New +$208K 0.02% 716
2017
Q2 		– Sell
-4,390
Closed -$461K – 545
2017
Q1 		$461K Buy
+4,390
New +$453K 0.09% 245
2015
Q1 		– Sell
-1,308
Closed -$119 – 1516
2014
Q4 		$119 Buy
+1,308
New +$117K ﹤0.01% 1625
2014
Q3 		– Sell
-304
Closed -$26.3K – 1476
2014
Q2 		$26.3K Buy
+304
New +$25.6K 0.01% 1347

Other funds holding OEF

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

B. Riley Wealth Advisors's OEF Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares S&P 100 ETF (OEF) stake by 13% in Q2 2026, selling an estimated $202K and leaving 3,692 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #245.

B. Riley Wealth Advisors first reported a position in OEF in Q2 2014 and has held it in 30 quarters since. The position peaked at $7.04M in Q2 2023. 272 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • B. Riley Wealth Advisors held 3,692 shares of iShares S&P 100 ETF worth $1.34M as of Q2 2026.
  • B. Riley Wealth Advisors sold 563 iShares S&P 100 ETF shares in Q2 2026, an estimated $202K.
  • iShares S&P 100 ETF made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #245 holding.
  • B. Riley Wealth Advisors first reported a position in iShares S&P 100 ETF in Q2 2014 and has held it in 30 quarters since.
  • B. Riley Wealth Advisors's iShares S&P 100 ETF position peaked at $7.04M in Q2 2023.
  • 272 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.