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

B. Riley Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$419 Sell
2,030
-3,283
-62% -$732K ﹤0.01% 450
2022
Q1 		$1.36M Sell
5,313
-46
-0.9% -$11.8K 0.1% 185
2021
Q4 		$1.57M Sell
5,359
-200
-4% -$60.3K 0.11% 178
2021
Q3 		$1.63M Buy
5,559
+929
+20% +$279K 0.13% 165
2021
Q2 		$1.44M Sell
4,630
-450
-9% -$135K 0.16% 137
2021
Q1 		$1.53M Sell
5,080
-935
-16% -$290K 0.18% 116
2020
Q4 		$1.73M Hold
6,015
– – 0.22% 101
2020
Q3 		$1.33M Sell
6,015
-1,516
-20% -$332K 0.16% 122
2020
Q2 		$1.56M Sell
7,531
-3,143
-29% -$588K 0.17% 121
2020
Q1 		$1.69M Buy
10,674
+7,382
+224% +$1.47M 0.18% 118
2019
Q4 		$705K Buy
3,292
+109
+3% +$22.1K 0.11% 180
2019
Q3 		$613K Buy
3,183
+826
+35% +$164K 0.11% 179
2019
Q2 		$473 Hold
2,357
– – 0.07% 212
2019
Q1 		$464K Buy
+2,357
New +$448K 0.08% 215
2018
Q4 		– Sell
-5,608
Closed -$1.21M – 374
2018
Q3 		$1.21M Buy
+5,608
New +$1.2M 0.3% 83
2015
Q3 		– Sell
-546
Closed -$84K – 460
2015
Q2 		$84K Buy
546
+95
+21% +$14.6K 0.07% 308
2015
Q1 		$68K Hold
451
– – 0.05% 359
2014
Q4 		$64K Hold
451
– – 0.05% 348
2014
Q3 		$58K Sell
451
-184
-29% -$24.7K 0.04% 382
2014
Q2 		$87K Buy
635
+278
+78% +$36.5K 0.06% 374
2014
Q1 		$49K Buy
+357
New +$48.8K 0.04% 446

Other funds holding IWO

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

B. Riley Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 62% in Q2 2022, selling an estimated $732K and leaving 2,030 shares worth $419. The position accounts for ﹤0.01% of the portfolio, ranked #450.

B. Riley Wealth Management first reported a position in IWO in Q1 2014 and has held it in 21 quarters since. The position peaked at $1.73M in Q4 2020. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

  • B. Riley Wealth Management held 2,030 shares of iShares Russell 2000 Growth ETF worth $419 as of Q2 2022.
  • B. Riley Wealth Management sold 3,283 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $732K.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #450 holding.
  • B. Riley Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2014 and has held it in 21 quarters since.
  • B. Riley Wealth Management's iShares Russell 2000 Growth ETF position peaked at $1.73M in Q4 2020.
  • 790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

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