B. Riley Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,102	Closed	-$203K	–	539
2019 Q4	$203K	Buy	+2,102	New	+$194K	0.03%	362
2019 Q1	–	Sell	-2,628	Closed	-$212K	–	410
2018 Q4	$212K	Sell	2,628 -6,616	-72%	-$589K	0.04%	299
2018 Q3	$932K	Buy	+9,244	New	+$929K	0.23%	99
2015 Q3	–	Sell	-2,220	Closed	-$145K	–	440
2015 Q2	$145K	Buy	2,220 +1,566	+239%	+$102K	0.12%	222
2015 Q1	$42K	Sell	654 -266	-29%	-$16.7K	0.03%	436
2014 Q4	$56K	Hold	920	–	–	0.05%	376
2014 Q3	$51K	Hold	920	–	–	0.04%	406
2014 Q2	$55K	Sell	920 -4,486	-83%	-$260K	0.04%	448
2014 Q1	$322K	Buy	+5,406	New	+$318K	0.24%	110

Other funds holding IJT

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

B. Riley Wealth Management's IJT Position: Q1 2020 in Review

B. Riley Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 2,102 shares — an estimated $203K sold.

B. Riley Wealth Management first reported a position in IJT in Q1 2014 and held it in 9 quarters. The position peaked at $932K in Q3 2018. 449 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

B. Riley Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
B. Riley Wealth Management sold 2,102 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $203K.
B. Riley Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2014 and held it in 9 quarters.
B. Riley Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $932K in Q3 2018.
449 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on B. Riley Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.