BRWM
IVOO icon

B. Riley Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

B. Riley Wealth Management’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,962
Closed -$99K – 454
2015
Q2 		$99K Hold
1,962
– – 0.08% 277
2015
Q1 		$100K Buy
1,962
+128
+7% +$6.37K 0.08% 286
2014
Q4 		$89K Hold
1,834
– – 0.07% 294
2014
Q3 		$85K Hold
1,834
– – 0.06% 318
2014
Q2 		$88K Buy
1,834
+172
+10% +$7.96K 0.06% 368
2014
Q1 		$77K Buy
+1,662
New +$75.1K 0.06% 363

Other funds holding IVOO

TCB
Texas Capital Bancshares Dallas, Texas $254M AUM 27.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return