B. Riley Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-45,588	Closed	-$1.85M	–	420
2019 Q3	$1.85M	Buy	+45,588	New	+$1.9M	0.32%	74
2019 Q2	–	Sell	-33,456	Closed	-$1.31M	–	412
2019 Q1	$1.31M	Buy	+33,456	New	+$1.23M	0.23%	99
2015 Q3	–	Sell	-1,566	Closed	-$42K	–	442
2015 Q2	$42K	Hold	1,566	–	–	0.03%	449
2015 Q1	$43K	Hold	1,566	–	–	0.03%	430
2014 Q4	$40K	Hold	1,566	–	–	0.03%	430
2014 Q3	$38K	Hold	1,566	–	–	0.03%	465
2014 Q2	$39K	Hold	1,566	–	–	0.03%	514
2014 Q1	$38K	Buy	+1,566	New	+$37.8K	0.03%	499

Other funds holding IMCG

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

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

B. Riley Wealth Management's IMCG Position: Q4 2019 in Review

B. Riley Wealth Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2019, closing a stake of 45,588 shares — an estimated $1.85M sold.

B. Riley Wealth Management first reported a position in IMCG in Q1 2014 and held it in 8 quarters. The position peaked at $1.85M in Q3 2019. 120 funds tracked by Wall St. Rank hold IMCG as of Q4 2019.

B. Riley Wealth Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
B. Riley Wealth Management sold 45,588 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2019, an estimated $1.85M.
B. Riley Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2014 and held it in 8 quarters.
B. Riley Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.85M in Q3 2019.
120 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2019.

Based on B. Riley Wealth Management's 13F filing for Q4 2019, filed 14 Feb 2020.