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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$8.07K	Sell	1,365 -120	-8%	-$17.9K	0.01%	126
2022 Q1	$240K	Sell	1,485 -708	-32%	-$113K	0.02%	506
2021 Q4	$364K	Buy	2,193 +102	+5%	+$17K	0.03%	419
2021 Q3	$335K	Buy	+2,091	New	+$336K	0.03%	428
2019 Q2	–	Sell	-1,752	Closed	-$210K	–	415
2019 Q1	$210K	Buy	+1,752	New	+$209K	0.04%	341
2015 Q3	–	Sell	-49	Closed	-$4K	–	459
2015 Q2	$4K	Hold	49	–	–	﹤0.01%	885
2015 Q1	$5K	Hold	49	–	–	﹤0.01%	861
2014 Q4	$4K	Sell	49 -18	-27%	-$1.76K	﹤0.01%	876
2014 Q3	$6K	Hold	67	–	–	﹤0.01%	877
2014 Q2	$6K	Sell	67 -7	-9%	-$696	﹤0.01%	917
2014 Q1	$7K	Buy	+74	New	+$7.29K	0.01%	835

Other funds holding IWN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

B. Riley Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 8.1% in Q2 2022, selling an estimated $17.9K and leaving 1,365 shares worth $8.07K. The position accounts for 0.01% of the portfolio, ranked #126.

B. Riley Wealth Management first reported a position in IWN in Q1 2014 and has held it in 11 quarters since. The position peaked at $364K in Q4 2021. 877 funds tracked by Wall St. Rank hold IWN as of Q2 2022.

B. Riley Wealth Management held 1,365 shares of iShares Russell 2000 Value ETF worth $8.07K as of Q2 2022.
B. Riley Wealth Management sold 120 iShares Russell 2000 Value ETF shares in Q2 2022, an estimated $17.9K.
iShares Russell 2000 Value ETF made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #126 holding.
B. Riley Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2014 and has held it in 11 quarters since.
B. Riley Wealth Management's iShares Russell 2000 Value ETF position peaked at $364K in Q4 2021.
877 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2022.

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