B. Riley Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.2M	Buy	7,083 +1,703	+32%	+$314K	0.12%	156
2022 Q1	$1.1M	Sell	5,380 -394	-7%	-$80.4K	0.09%	199
2021 Q4	$1.28M	Buy	5,774 +661	+13%	+$149K	0.09%	199
2021 Q3	$1.12M	Buy	+5,113	New	+$1.13M	0.09%	210
2020 Q2	–	Sell	-5,883	Closed	-$673K	–	494
2020 Q1	$673K	Buy	5,883 +2,767	+89%	+$413K	0.07%	234
2019 Q4	$517K	Sell	3,116 -532	-15%	-$84.1K	0.08%	210
2019 Q3	$552K	Sell	3,648 -583	-14%	-$89K	0.1%	193
2019 Q2	$658K	Sell	4,231 -3,211	-43%	-$495K	0.1%	179
2019 Q1	$1.14M	Buy	7,442 +2,302	+45%	+$346K	0.2%	116
2018 Q4	$688K	Buy	5,140 +1,993	+63%	+$297K	0.14%	153
2018 Q3	$530K	Buy	+3,147	New	+$531K	0.13%	144
2015 Q3	–	Sell	-613	Closed	-$76K	–	458
2015 Q2	$76K	Sell	613 -100	-14%	-$12.5K	0.06%	327
2015 Q1	$88K	Buy	713 +300	+73%	+$36.2K	0.07%	311
2014 Q4	$49K	Sell	413 -1,074	-72%	-$123K	0.04%	402
2014 Q3	$162K	Sell	1,487 -314	-17%	-$35.9K	0.12%	222
2014 Q2	$214K	Buy	1,801 +244	+16%	+$27.7K	0.14%	200
2014 Q1	$181K	Buy	+1,557	New	+$180K	0.13%	214

Other funds holding IWM

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

B. Riley Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 32% in Q2 2022, buying an estimated $314K and bringing the position to 7,083 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #156.

B. Riley Wealth Management first reported a position in IWM in Q1 2014 and has held it in 17 quarters since. The position peaked at $1.28M in Q4 2021. 1,858 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

B. Riley Wealth Management held 7,083 shares of iShares Russell 2000 ETF worth $1.2M as of Q2 2022.
B. Riley Wealth Management bought 1,703 iShares Russell 2000 ETF shares in Q2 2022, an estimated $314K.
iShares Russell 2000 ETF made up 0.12% of B. Riley Wealth Management's portfolio in Q2 2022, its #156 holding.
B. Riley Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 17 quarters since.
B. Riley Wealth Management's iShares Russell 2000 ETF position peaked at $1.28M in Q4 2021.
1,858 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

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