B. Riley Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$229	Buy	2,731 +586	+27%	+$53.4K	﹤0.01%	616
2022 Q1	$216K	Sell	2,145 -122	-5%	-$12.2K	0.02%	541
2021 Q4	$242K	Hold	2,267	–	–	0.02%	528
2021 Q3	$223K	Buy	+2,267	New	+$229K	0.02%	533

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

B. Riley Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 27% in Q2 2022, buying an estimated $53.4K and bringing the position to 2,731 shares worth $229. The position accounts for ﹤0.01% of the portfolio, ranked #616.

B. Riley Wealth Management first reported a position in ITOT in Q3 2021 and has held it in 4 quarters since. The position peaked at $242K in Q4 2021. 992 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

B. Riley Wealth Management held 2,731 shares of iShares Core S&P Total US Stock Market ETF worth $229 as of Q2 2022.
B. Riley Wealth Management bought 586 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $53.4K.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #616 holding.
B. Riley Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 4 quarters since.
B. Riley Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $242K in Q4 2021.
992 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

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