B. Riley Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$586K	Buy	2,821 +1,055	+60%	+$238K	0.06%	269
2022 Q1	$442K	Sell	1,766 -79	-4%	-$19.5K	0.03%	357
2021 Q4	$488K	Sell	1,845 -31	-2%	-$7.98K	0.03%	358
2021 Q3	$453K	Buy	+1,876	New	+$466K	0.03%	362
2020 Q3	–	Sell	-2,062	Closed	-$354K	–	471
2020 Q2	$354K	Sell	2,062 -741	-26%	-$120K	0.04%	269
2020 Q1	$397K	Sell	2,803 -1,675	-37%	-$283K	0.04%	303
2019 Q4	$799K	Buy	4,478 +45	+1%	+$7.68K	0.12%	168
2019 Q3	$729K	Sell	4,433 -117	-3%	-$19.2K	0.13%	163
2019 Q2	$741K	Buy	4,550 +1,114	+32%	+$178K	0.11%	166
2019 Q1	$541K	Buy	+3,436	New	+$519K	0.09%	200
2016 Q1	$360K	Sell	3,158 -850	-21%	-$91.9K	0.54%	69
2015 Q4	$454K	Buy	4,008 +300	+8%	+$34.3K	0.58%	55
2015 Q3	$396K	Buy	3,708 +250	+7%	+$28.4K	0.56%	55
2015 Q2	$401K	Buy	3,458 +108	+3%	+$12.7K	0.32%	75
2015 Q1	$388K	Buy	3,350 +250	+8%	+$28.9K	0.29%	94
2014 Q4	$355K	Sell	3,100 -300	-9%	-$33.6K	0.29%	89
2014 Q3	$373K	Hold	3,400	–	–	0.28%	98
2014 Q2	$374K	Hold	3,400	–	–	0.24%	110
2014 Q1	$356K	Buy	+3,400	New	+$350K	0.26%	97

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

B. Riley Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 60% in Q2 2022, buying an estimated $238K and bringing the position to 2,821 shares worth $586K. The position accounts for 0.06% of the portfolio, ranked #269.

B. Riley Wealth Management first reported a position in IWB in Q1 2014 and has held it in 19 quarters since. The position peaked at $799K in Q4 2019. 1,020 funds tracked by Wall St. Rank hold IWB as of Q2 2022.

B. Riley Wealth Management held 2,821 shares of iShares Russell 1000 ETF worth $586K as of Q2 2022.
B. Riley Wealth Management bought 1,055 iShares Russell 1000 ETF shares in Q2 2022, an estimated $238K.
iShares Russell 1000 ETF made up 0.06% of B. Riley Wealth Management's portfolio in Q2 2022, its #269 holding.
B. Riley Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2014 and has held it in 19 quarters since.
B. Riley Wealth Management's iShares Russell 1000 ETF position peaked at $799K in Q4 2019.
1,020 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2022.

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