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BRWM
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
$1.21K
Buy
22,156
+9,452
+74%
+$567K
﹤0.01%
273
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
$892
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
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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