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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$6.06K	Buy	93,672 +15,769	+20%	+$1.12M	0.01%	135
2022 Q1	$6.08M	Sell	77,903 -1,759	-2%	-$135K	0.47%	52
2021 Q4	$6.61M	Buy	79,662 +2,124	+3%	+$174K	0.46%	53
2021 Q3	$6.07M	Buy	+77,538	New	+$6.21M	0.47%	55
2020 Q3	–	Sell	-70,278	Closed	-$3.77M	–	475
2020 Q2	$3.77M	Sell	70,278 -117,206	-63%	-$5.87M	0.41%	59
2020 Q1	$8.09M	Buy	187,484 +39,395	+27%	+$2.17M	0.85%	27
2019 Q4	$8.83M	Sell	148,089 -3,834	-3%	-$220K	1.32%	14
2019 Q3	$8.5M	Sell	151,923 -2,292	-1%	-$128K	1.48%	13
2019 Q2	$8.62K	Buy	154,215 +4,400	+3%	+$241K	1.32%	14
2019 Q1	$8.08M	Buy	149,815 +4,530	+3%	+$235K	1.4%	13
2018 Q4	$6.75M	Buy	145,285 +66,829	+85%	+$3.37M	1.42%	15
2018 Q3	$4.33M	Buy	+78,456	New	+$4.3M	1.06%	21
2015 Q3	–	Sell	-1,000	Closed	-$42K	–	462
2015 Q2	$42K	Hold	1,000	–	–	0.03%	451
2015 Q1	$43K	Hold	1,000	–	–	0.03%	432
2014 Q4	$41K	Hold	1,000	–	–	0.03%	425
2014 Q3	$39K	Hold	1,000	–	–	0.03%	462
2014 Q2	$40K	Hold	1,000	–	–	0.03%	509
2014 Q1	$39K	Buy	+1,000	New	+$37.9K	0.03%	492

Other funds holding IWR

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

B. Riley Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 20% in Q2 2022, buying an estimated $1.12M and bringing the position to 93,672 shares worth $6.06K. The position accounts for 0.01% of the portfolio, ranked #135.

B. Riley Wealth Management first reported a position in IWR in Q1 2014 and has held it in 18 quarters since. The position peaked at $8.83M in Q4 2019. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

B. Riley Wealth Management held 93,672 shares of iShares Russell Mid-Cap ETF worth $6.06K as of Q2 2022.
B. Riley Wealth Management bought 15,769 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $1.12M.
iShares Russell Mid-Cap ETF made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #135 holding.
B. Riley Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and has held it in 18 quarters since.
B. Riley Wealth Management's iShares Russell Mid-Cap ETF position peaked at $8.83M in Q4 2019.
1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

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