B. Riley Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,113	Closed	-$341K	–	780
2022 Q1	$341K	Buy	3,113 +693	+29%	+$74.8K	0.03%	421
2021 Q4	$268K	Sell	2,420 -32	-1%	-$3.48K	0.02%	500
2021 Q3	$253K	Buy	+2,452	New	+$258K	0.02%	496
2020 Q2	–	Sell	-3,764	Closed	-$207K	–	490
2020 Q1	$207K	Buy	+3,764	New	+$283K	0.02%	431
2015 Q3	–	Sell	-1,588	Closed	-$102K	–	438
2015 Q2	$102K	Sell	1,588 -40	-2%	-$2.64K	0.08%	274
2015 Q1	$106K	Sell	1,628 -188	-10%	-$12.1K	0.08%	273
2014 Q4	$116K	Sell	1,816 -3,344	-65%	-$207K	0.09%	241
2014 Q3	$310K	Sell	5,160 -2,230	-30%	-$139K	0.23%	126
2014 Q2	$468K	Buy	7,390 +5,046	+215%	+$307K	0.3%	82
2014 Q1	$141K	Buy	+2,344	New	+$137K	0.1%	251

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

B. Riley Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 3,113 shares — an estimated $341K sold.

B. Riley Wealth Management first reported a position in IJJ in Q1 2014 and held it in 10 quarters. The position peaked at $468K in Q2 2014. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

B. Riley Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Management sold 3,113 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $341K.
B. Riley Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2014 and held it in 10 quarters.
B. Riley Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $468K in Q2 2014.
646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

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