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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.2K	Buy	19,953 +4,020	+25%	+$266K	﹤0.01%	274
2022 Q1	$1.22M	Sell	15,933 -1	-0%	-$75	0.09%	191
2021 Q4	$1.33M	Sell	15,934 -71	-0.4%	-$5.72K	0.09%	193
2021 Q3	$1.18M	Buy	+16,005	New	+$1.22M	0.09%	204
2020 Q3	–	Sell	-14,344	Closed	-$744K	–	470
2020 Q2	$744K	Sell	14,344 -6,176	-30%	-$296K	0.08%	187
2020 Q1	$847K	Buy	20,520 +3,332	+19%	+$158K	0.09%	195
2019 Q4	$832K	Sell	17,188 -2,728	-14%	-$126K	0.12%	163
2019 Q3	$896K	Sell	19,916 -2,292	-10%	-$104K	0.16%	141
2019 Q2	$995	Buy	22,208 +888	+4%	+$39.1K	0.15%	133
2019 Q1	$919K	Sell	21,320 -8,364	-28%	-$343K	0.16%	143
2018 Q4	$1.12M	Buy	29,684 +5,068	+21%	+$205K	0.23%	99
2018 Q3	$1.09M	Buy	+24,616	New	+$1.06M	0.27%	90
2016 Q1	–	Sell	-9,260	Closed	-$268K	–	151
2015 Q4	$268K	Buy	9,260 +12	+0.1%	+$349	0.34%	106
2015 Q3	$249K	Sell	9,248 -168	-2%	-$4.78K	0.35%	106
2015 Q2	$268K	Sell	9,416 -760	-7%	-$22K	0.21%	136
2015 Q1	$289K	Buy	10,176 +4	+0%	+$114	0.22%	130
2014 Q4	$283K	Sell	10,172 -228	-2%	-$6.23K	0.23%	114
2014 Q3	$277K	Buy	10,400 +7,836	+306%	+$209K	0.21%	141
2014 Q2	$67K	Sell	2,564 -10,572	-80%	-$268K	0.04%	413
2014 Q1	$328K	Buy	+13,136	New	+$325K	0.24%	106

Other funds holding IVW

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

B. Riley Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 25% in Q2 2022, buying an estimated $266K and bringing the position to 19,953 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

B. Riley Wealth Management first reported a position in IVW in Q1 2014 and has held it in 20 quarters since. The position peaked at $1.33M in Q4 2021. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

B. Riley Wealth Management held 19,953 shares of iShares S&P 500 Growth ETF worth $1.2K as of Q2 2022.
B. Riley Wealth Management bought 4,020 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $266K.
iShares S&P 500 Growth ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #274 holding.
B. Riley Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2014 and has held it in 20 quarters since.
B. Riley Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.33M in Q4 2021.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

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