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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.21M	Buy	22,156 +9,452	+74%	+$567K	0.13%	153
2022 Q1	$882K	Buy	12,704 +3,868	+44%	+$264K	0.07%	228
2021 Q4	$675K	Sell	8,836 -8	-0.1%	-$593	0.05%	286
2021 Q3	$606K	Buy	+8,844	New	+$626K	0.05%	295
2020 Q3	–	Sell	-13,928	Closed	-$669K	–	473
2020 Q2	$669K	Sell	13,928 -10,816	-44%	-$477K	0.07%	199
2020 Q1	$931K	Buy	24,744 +3,080	+14%	+$133K	0.1%	189
2019 Q4	$953K	Sell	21,664 -1,184	-5%	-$49.4K	0.14%	150
2019 Q3	$911K	Buy	22,848 +168	+0.7%	+$6.74K	0.16%	140
2019 Q2	$892K	Sell	22,680 -6,680	-23%	-$258K	0.14%	147
2019 Q1	$1.11M	Sell	29,360 -23,392	-44%	-$841K	0.19%	120
2018 Q4	$1.73M	Buy	52,752 +26,992	+105%	+$952K	0.36%	64
2018 Q3	$1M	Buy	+25,760	New	+$975K	0.25%	93
2015 Q4	–	Sell	-8,780	Closed	-$204K	–	160
2015 Q3	$204K	Buy	8,780 +1,880	+27%	+$46.3K	0.29%	142
2015 Q2	$170K	Buy	6,900 +2,340	+51%	+$58.8K	0.14%	205
2015 Q1	$112K	Sell	4,560 -2,120	-32%	-$51.8K	0.08%	264
2014 Q4	$159K	Sell	6,680 -2,136	-24%	-$50K	0.13%	195
2014 Q3	$201K	Buy	8,816 +260	+3%	+$5.96K	0.15%	191
2014 Q2	$194K	Buy	8,556 +1,676	+24%	+$36.8K	0.13%	221
2014 Q1	$149K	Buy	+6,880	New	+$148K	0.11%	245

Other funds holding IWF

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

B. Riley Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 74% in Q2 2022, buying an estimated $567K and bringing the position to 22,156 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #153.

B. Riley Wealth Management first reported a position in IWF in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.73M in Q4 2018. 1,596 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

B. Riley Wealth Management held 22,156 shares of iShares Russell 1000 Growth ETF worth $1.21M as of Q2 2022.
B. Riley Wealth Management bought 9,452 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $567K.
iShares Russell 1000 Growth ETF made up 0.13% of B. Riley Wealth Management's portfolio in Q2 2022, its #153 holding.
B. Riley Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2014 and has held it in 19 quarters since.
B. Riley Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.73M in Q4 2018.
1,596 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

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