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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-5,328	Closed	-$238K	–	491
2020 Q1	$238K	Buy	5,328 +1,328	+33%	+$73.1K	0.03%	405
2019 Q4	$238K	Sell	4,000 -380	-9%	-$21.8K	0.04%	328
2019 Q3	$245K	Sell	4,380 -620	-12%	-$34.9K	0.04%	315
2019 Q2	$283	Buy	5,000 +224	+5%	+$12.4K	0.04%	296
2019 Q1	$262K	Sell	4,776 -3,864	-45%	-$204K	0.05%	302
2018 Q4	$413K	Sell	8,640 -2,020	-19%	-$106K	0.09%	199
2018 Q3	$621K	Buy	+10,660	New	+$619K	0.15%	128
2015 Q4	–	Sell	-7,704	Closed	-$302K	–	159
2015 Q3	$302K	Sell	7,704 -344	-4%	-$14.4K	0.43%	82
2015 Q2	$341K	Buy	8,048 +4,852	+152%	+$208K	0.27%	101
2015 Q1	$137K	Sell	3,196 -316	-9%	-$13.1K	0.1%	236
2014 Q4	$140K	Hold	3,512	–	–	0.11%	210
2014 Q3	$132K	Sell	3,512 -2,844	-45%	-$110K	0.1%	248
2014 Q2	$249K	Buy	6,356 +920	+17%	+$34.8K	0.16%	172
2014 Q1	$208K	Buy	+5,436	New	+$205K	0.15%	181

Other funds holding IJK

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

B. Riley Wealth Management's IJK Position: Q2 2020 in Review

B. Riley Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2020, closing a stake of 5,328 shares — an estimated $238K sold.

B. Riley Wealth Management first reported a position in IJK in Q1 2014 and held it in 14 quarters. The position peaked at $621K in Q3 2018. 569 funds tracked by Wall St. Rank hold IJK as of Q2 2020.

B. Riley Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2020 after selling out during the quarter.
B. Riley Wealth Management sold 5,328 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2020, an estimated $238K.
B. Riley Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2014 and held it in 14 quarters.
B. Riley Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $621K in Q3 2018.
569 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2020.

Based on B. Riley Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.