B. Riley Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$10.1K	Buy	127,432 +22,061	+21%	+$1.92M	0.01%	122
2022 Q1	$10.6M	Buy	105,371 +13,258	+14%	+$1.32M	0.82%	25
2021 Q4	$10.6M	Buy	92,113 +3,190	+4%	+$372K	0.74%	28
2021 Q3	$9.97M	Buy	+88,923	New	+$10.2M	0.77%	23
2020 Q3	–	Sell	-65,396	Closed	-$5.17M	–	474
2020 Q2	$5.17M	Sell	65,396 -16,124	-20%	-$1.17M	0.57%	48
2020 Q1	$4.96M	Sell	81,520 -666	-0.8%	-$48.5K	0.52%	53
2019 Q4	$6.27M	Sell	82,186 -1,088	-1%	-$79.8K	0.94%	24
2019 Q3	$5.88M	Buy	83,274 +1,826	+2%	+$131K	1.03%	20
2019 Q2	$5.81K	Buy	81,448 +3,290	+4%	+$229K	0.89%	22
2019 Q1	$5.3M	Buy	78,158 +1,798	+2%	+$115K	0.92%	23
2018 Q4	$4.34M	Sell	76,360 -62,508	-45%	-$3.8M	0.91%	23
2018 Q3	$9.41M	Buy	+138,868	New	+$9.23M	2.31%	8
2016 Q1	$263K	Sell	5,726 -568	-9%	-$24.5K	0.39%	87
2015 Q4	$289K	Buy	+6,294	New	+$293K	0.37%	98
2015 Q3	–	Sell	-4,228	Closed	-$204K	–	461
2015 Q2	$204K	Buy	4,228 +468	+12%	+$23.1K	0.16%	185
2015 Q1	$184K	Buy	3,760 +3,010	+401%	+$144K	0.14%	207
2014 Q4	$34K	Buy	750 +572	+321%	+$25.9K	0.03%	464
2014 Q3	$7K	Hold	178	–	–	0.01%	854
2014 Q2	$7K	Sell	178 -772	-81%	-$33.2K	﹤0.01%	894
2014 Q1	$41K	Buy	+950	New	+$40.4K	0.03%	480

Other funds holding IWP

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

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

B. Riley Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 21% in Q2 2022, buying an estimated $1.92M and bringing the position to 127,432 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #122.

B. Riley Wealth Management first reported a position in IWP in Q1 2014 and has held it in 20 quarters since. The position peaked at $10.6M in Q4 2021. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

B. Riley Wealth Management held 127,432 shares of iShares Russell Mid-Cap Growth ETF worth $10.1K as of Q2 2022.
B. Riley Wealth Management bought 22,061 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $1.92M.
iShares Russell Mid-Cap Growth ETF made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #122 holding.
B. Riley Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2014 and has held it in 20 quarters since.
B. Riley Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $10.6M in Q4 2021.
827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

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