B. Riley Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3.55K	Buy	9,364 +94	+1%	+$38.7K	﹤0.01%	165
2022 Q1	$4.21M	Buy	9,270 +1,395	+18%	+$624K	0.32%	78
2021 Q4	$3.76M	Buy	7,875 +430	+6%	+$198K	0.26%	90
2021 Q3	$3.21M	Buy	7,445 +6,479	+671%	+$2.87M	0.25%	96
2021 Q2	$415K	Hold	966	–	–	0.05%	265
2021 Q1	$384K	Sell	966 -58	-6%	-$22.5K	0.04%	258
2020 Q4	$384K	Hold	1,024	–	–	0.05%	243
2020 Q3	$344K	Sell	1,024 -2,369	-70%	-$788K	0.04%	283
2020 Q2	$1.05M	Sell	3,393 -1,149	-25%	-$337K	0.12%	159
2020 Q1	$1.17M	Sell	4,542 -16,512	-78%	-$5.06M	0.12%	154
2019 Q4	$6.81M	Buy	21,054 +787	+4%	+$244K	1.02%	22
2019 Q3	$6.05M	Buy	20,267 +2,108	+12%	+$627K	1.06%	19
2019 Q2	$5.35K	Sell	18,159 -1,158	-6%	-$336K	0.82%	25
2019 Q1	$5.5M	Buy	19,317 +1,509	+8%	+$413K	0.95%	21
2018 Q4	$4.48M	Buy	+17,808	New	+$4.84M	0.94%	22
2016 Q1	$313K	Sell	1,517 -710	-32%	-$139K	0.47%	78
2015 Q4	$456K	Buy	2,227 +253	+13%	+$52.3K	0.58%	54
2015 Q3	$380K	Hold	1,974	–	–	0.54%	63
2015 Q2	$408K	Buy	1,974 +102	+5%	+$21.6K	0.32%	72
2015 Q1	$389K	Buy	1,872 +2	+0.1%	+$416	0.29%	93
2014 Q4	$386K	Buy	1,870 +2	+0.1%	+$405	0.32%	76
2014 Q3	$370K	Sell	1,868 -174	-9%	-$34.6K	0.27%	102
2014 Q2	$402K	Buy	2,042 +647	+46%	+$124K	0.26%	100
2014 Q1	$262K	Buy	+1,395	New	+$258K	0.19%	141

Other funds holding IVV

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

B. Riley Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1% in Q2 2022, buying an estimated $38.7K and bringing the position to 9,364 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

B. Riley Wealth Management first reported a position in IVV in Q1 2014 and has held it in 24 quarters since. The position peaked at $6.81M in Q4 2019. 2,525 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

B. Riley Wealth Management held 9,364 shares of iShares Core S&P 500 ETF worth $3.55K as of Q2 2022.
B. Riley Wealth Management bought 94 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $38.7K.
iShares Core S&P 500 ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #165 holding.
B. Riley Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2014 and has held it in 24 quarters since.
B. Riley Wealth Management's iShares Core S&P 500 ETF position peaked at $6.81M in Q4 2019.
2,525 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

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