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

B. Riley Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$21.1K Buy
3,909
+684
+21% +$107K 0.02% 106
2022
Q1 		$535K Buy
3,225
+21
+0.7% +$3.45K 0.04% 314
2021
Q4 		$538K Sell
3,204
-23
-0.7% -$3.77K 0.04% 331
2021
Q3 		$505K Buy
+3,227
New +$517K 0.04% 334
2020
Q3 		– Sell
-2,800
Closed -$315K – 472
2020
Q2 		$315K Sell
2,800
-2,450
-47% -$269K 0.03% 291
2020
Q1 		$520K Buy
5,250
+77
+1% +$9.6K 0.05% 263
2019
Q4 		$706K Sell
5,173
-3
-0.1% -$395 0.11% 178
2019
Q3 		$664K Sell
5,176
-35
-0.7% -$4.45K 0.12% 172
2019
Q2 		$663 Sell
5,211
-26
-0.5% -$3.25K 0.1% 177
2019
Q1 		$647K Buy
5,237
+763
+17% +$91.7K 0.11% 180
2018
Q4 		$497K Buy
4,474
+273
+6% +$32.7K 0.1% 186
2018
Q3 		$532K Buy
+4,201
New +$528K 0.13% 143
2015
Q3 		– Sell
-1,287
Closed -$132K – 457
2015
Q2 		$132K Sell
1,287
-26
-2% -$2.73K 0.11% 229
2015
Q1 		$135K Sell
1,313
-116
-8% -$12K 0.1% 237
2014
Q4 		$149K Sell
1,429
-492
-26% -$50.2K 0.12% 203
2014
Q3 		$192K Buy
1,921
+1
+0.1% +$101 0.14% 202
2014
Q2 		$194K Buy
1,920
+6
+0.3% +$588 0.13% 220
2014
Q1 		$185K Buy
+1,914
New +$179K 0.14% 211

Other funds holding IWD

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

B. Riley Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 21% in Q2 2022, buying an estimated $107K and bringing the position to 3,909 shares worth $21.1K. The position accounts for 0.02% of the portfolio, ranked #106.

B. Riley Wealth Management first reported a position in IWD in Q1 2014 and has held it in 18 quarters since. The position peaked at $706K in Q4 2019. 1,346 funds tracked by Wall St. Rank hold IWD as of Q2 2022.

  • B. Riley Wealth Management held 3,909 shares of iShares Russell 1000 Value ETF worth $21.1K as of Q2 2022.
  • B. Riley Wealth Management bought 684 iShares Russell 1000 Value ETF shares in Q2 2022, an estimated $107K.
  • iShares Russell 1000 Value ETF made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #106 holding.
  • B. Riley Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2014 and has held it in 18 quarters since.
  • B. Riley Wealth Management's iShares Russell 1000 Value ETF position peaked at $706K in Q4 2019.
  • 1,346 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2022.

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