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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.48M	Buy	15,997 +784	+5%	+$78K	0.15%	134
2022 Q1	$1.64M	Sell	15,213 -9,277	-38%	-$1M	0.13%	161
2021 Q4	$2.8M	Sell	24,490 -5,941	-20%	-$677K	0.19%	112
2021 Q3	$3.32M	Buy	30,431 +26,456	+666%	+$2.91M	0.26%	93
2021 Q2	$449K	Buy	3,975 +207	+5%	+$23.1K	0.05%	250
2021 Q1	$409K	Buy	3,768 +1,252	+50%	+$131K	0.05%	249
2020 Q4	$231K	Buy	+2,516	New	+$207K	0.03%	308
2020 Q3	–	Sell	-10,492	Closed	-$717K	–	464
2020 Q2	$717K	Sell	10,492 -7,587	-42%	-$479K	0.08%	190
2020 Q1	$1.01M	Buy	18,079 +4,359	+32%	+$325K	0.11%	173
2019 Q4	$1.15M	Buy	13,720 +4,522	+49%	+$364K	0.17%	126
2019 Q3	$716K	Sell	9,198 -1,364	-13%	-$106K	0.12%	166
2019 Q2	$826K	Sell	10,562 -3,775	-26%	-$293K	0.13%	156
2019 Q1	$1.11M	Buy	14,337 +693	+5%	+$53.2K	0.19%	121
2018 Q4	$946K	Sell	13,644 -84	-0.6%	-$6.49K	0.2%	118
2018 Q3	$1.2M	Buy	+13,728	New	+$1.2M	0.29%	84
2016 Q1	$566K	Sell	10,062 -362	-3%	-$18.9K	0.85%	38
2015 Q4	$573K	Buy	10,424 +3,234	+45%	+$182K	0.73%	36
2015 Q3	$383K	Hold	7,190	–	–	0.54%	61
2015 Q2	$423K	Buy	7,190 +12	+0.2%	+$710	0.34%	67
2015 Q1	$423K	Buy	7,178 +16	+0.2%	+$917	0.32%	77
2014 Q4	$408K	Buy	7,162 +16	+0.2%	+$873	0.33%	73
2014 Q3	$372K	Sell	7,146 -116	-2%	-$6.31K	0.28%	99
2014 Q2	$406K	Sell	7,262 -36	-0.5%	-$1.95K	0.26%	97
2014 Q1	$402K	Buy	+7,298	New	+$395K	0.3%	85

Other funds holding IJR

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

B. Riley Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.2% in Q2 2022, buying an estimated $78K and bringing the position to 15,997 shares worth $1.48M. The position accounts for 0.15% of the portfolio, ranked #134.

B. Riley Wealth Management first reported a position in IJR in Q1 2014 and has held it in 24 quarters since. The position peaked at $3.32M in Q3 2021. 1,984 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

B. Riley Wealth Management held 15,997 shares of iShares Core S&P Small-Cap ETF worth $1.48M as of Q2 2022.
B. Riley Wealth Management bought 784 iShares Core S&P Small-Cap ETF shares in Q2 2022, an estimated $78K.
iShares Core S&P Small-Cap ETF made up 0.15% of B. Riley Wealth Management's portfolio in Q2 2022, its #134 holding.
B. Riley Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2014 and has held it in 24 quarters since.
B. Riley Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $3.32M in Q3 2021.
1,984 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

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