BRWA
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B. Riley Wealth Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

B. Riley Wealth Advisors’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-20,235
Closed -$2.78M – 1492
2021
Q4 		$2.78M Sell
20,235
-392
-2% -$52.7K 0.08% 270
2021
Q3 		$2.63M Sell
20,627
-324
-2% -$42.6K 0.08% 271
2021
Q2 		$2.71M Buy
20,951
+567
+3% +$71.5K 0.09% 267
2021
Q1 		$2.45M Sell
20,384
-5,763
-22% -$671K 0.09% 268
2020
Q4 		$2.91M Sell
26,147
-224
-0.8% -$23.2K 0.16% 150
2020
Q3 		$2.47M Sell
26,371
-262
-1% -$24.4K 0.13% 170
2020
Q2 		$2.33M Sell
26,633
-20,443
-43% -$1.68M 0.16% 148
2020
Q1 		$3.36M Sell
47,076
-5,791
-11% -$521K 0.29% 83
2019
Q4 		$5.15M Buy
52,867
+20,342
+63% +$1.9M 0.44% 48
2019
Q3 		$2.95M Sell
32,525
-638
-2% -$57.8K 0.29% 73
2019
Q2 		$3.02M Buy
33,163
+551
+2% +$49.2K 0.33% 62
2019
Q1 		$2.87M Buy
32,612
+13,089
+67% +$1.11M 0.36% 56
2018
Q4 		$1.5M Sell
19,523
-17,170
-47% -$1.42M 0.21% 110
2018
Q3 		$3.23M Sell
36,693
-155
-0.4% -$13.5K 0.38% 57
2018
Q2 		$3.11M Buy
36,848
+554
+2% +$46.3K 0.41% 55
2018
Q1 		$3.01M Buy
36,294
+1,250
+4% +$106K 0.42% 56
2017
Q4 		$2.94M Buy
35,044
+5,760
+20% +$471K 0.4% 63
2017
Q3 		$2.32M Buy
29,284
+7,458
+34% +$585K 0.39% 63
2017
Q2 		$1.7M Buy
21,826
+12,134
+125% +$931K 0.31% 92
2017
Q1 		$733K Buy
9,692
+613
+7% +$45.6K 0.15% 173
2016
Q4 		$653K Buy
9,079
+98
+1% +$6.87K 0.13% 190
2016
Q3 		$627K Buy
8,981
+986
+12% +$68.9K 0.12% 207
2016
Q2 		$545K Buy
7,995
+2,530
+46% +$170K 0.11% 230
2016
Q1 		$362K Buy
5,465
+2,200
+67% +$137K 0.08% 300
2015
Q4 		$211K Buy
+3,265
New +$212K 0.04% 473

Other funds holding SIZE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

B. Riley Wealth Advisors's SIZE Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2022, closing a stake of 20,235 shares — an estimated $2.78M sold.

B. Riley Wealth Advisors first reported a position in SIZE in Q4 2015 and held it in 25 quarters. The position peaked at $5.15M in Q4 2019. 75 funds tracked by Wall St. Rank hold SIZE as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,235 iShares MSCI USA Size Factor ETF shares in Q1 2022, an estimated $2.78M.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q4 2015 and held it in 25 quarters.
  • B. Riley Wealth Advisors's iShares MSCI USA Size Factor ETF position peaked at $5.15M in Q4 2019.
  • 75 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.