B. Riley Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

B. Riley Wealth Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.03M	Buy	22,815 +10,550	+86%	+$521K	0.11%	175
2022 Q1	$658K	Buy	12,265 +285	+2%	+$15.2K	0.05%	281
2021 Q4	$678K	Buy	11,980 +420	+4%	+$23.4K	0.05%	283
2021 Q3	$608K	Buy	11,560 +5,820	+101%	+$313K	0.05%	294
2021 Q2	$309K	Hold	5,740	–	–	0.03%	309
2021 Q1	$299K	Hold	5,740	–	–	0.03%	302
2020 Q4	$264K	Hold	5,740	–	–	0.03%	285
2020 Q3	$213K	Sell	5,740 -7,020	-55%	-$262K	0.03%	353
2020 Q2	$454K	Sell	12,760 -24,140	-65%	-$802K	0.05%	235
2020 Q1	$1.06M	Buy	36,900 +15,790	+75%	+$587K	0.11%	167
2019 Q4	$869K	Sell	21,110 -500	-2%	-$19.8K	0.13%	157
2019 Q3	$835K	Sell	21,610 -240	-1%	-$9.22K	0.15%	151
2019 Q2	$849K	Buy	21,850 +10	+0%	+$383	0.13%	150
2019 Q1	$827K	Buy	21,840 +1,750	+9%	+$64.6K	0.14%	154
2018 Q4	$667K	Buy	20,090 +14,195	+241%	+$518K	0.14%	157
2018 Q3	$237K	Buy	+5,895	New	+$237K	0.06%	258
2015 Q3	–	Sell	-6,510	Closed	-$195K	–	437
2015 Q2	$195K	Sell	6,510 -335	-5%	-$10.2K	0.16%	189
2015 Q1	$208K	Buy	6,845 +140	+2%	+$4.14K	0.16%	196
2014 Q4	$194K	Hold	6,705	–	–	0.16%	162
2014 Q3	$183K	Sell	6,705 -4,745	-41%	-$134K	0.14%	207
2014 Q2	$327K	Buy	11,450 +2,420	+27%	+$66.5K	0.21%	132
2014 Q1	$248K	Buy	+9,030	New	+$243K	0.18%	148

Other funds holding IJH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

B. Riley Wealth Management's IJH Position: Q2 2022 in Review

B. Riley Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 86% in Q2 2022, buying an estimated $521K and bringing the position to 22,815 shares worth $1.03M. The position accounts for 0.11% of the portfolio, ranked #175.

B. Riley Wealth Management first reported a position in IJH in Q1 2014 and has held it in 22 quarters since. The position peaked at $1.06M in Q1 2020. 1,797 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

B. Riley Wealth Management held 22,815 shares of iShares Core S&P Mid-Cap ETF worth $1.03M as of Q2 2022.
B. Riley Wealth Management bought 10,550 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $521K.
iShares Core S&P Mid-Cap ETF made up 0.11% of B. Riley Wealth Management's portfolio in Q2 2022, its #175 holding.
B. Riley Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2014 and has held it in 22 quarters since.
B. Riley Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.06M in Q1 2020.
1,797 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.