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B. Riley Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

B. Riley Wealth Management’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,850
Closed -$143K – 1109
2014
Q2 		$143K Hold
3,850
– – 0.09% 273
2014
Q1 		$137K Buy
+3,850
New +$136K 0.1% 256

Other funds holding IUSG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

B. Riley Wealth Management's IUSG Position: Q3 2014 in Review

B. Riley Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2014, closing a stake of 3,850 shares — an estimated $143K sold.

B. Riley Wealth Management first reported a position in IUSG in Q1 2014 and held it in 2 quarters. The position peaked at $143K in Q2 2014. 63 funds tracked by Wall St. Rank hold IUSG as of Q3 2014.

  • B. Riley Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,850 iShares Core S&P US Growth ETF shares in Q3 2014, an estimated $143K.
  • B. Riley Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's iShares Core S&P US Growth ETF position peaked at $143K in Q2 2014.
  • 63 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.