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 $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return