B. Riley Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-78	Closed	-$9K	–	1065
2014 Q4	$9K	Hold	78	–	–	0.01%	753
2014 Q3	$9K	Buy	78 +45	+136%	+$5.3K	0.01%	796
2014 Q2	$3K	Sell	33 -50	-60%	-$5.69K	﹤0.01%	994
2014 Q1	$9K	Buy	+83	New	+$9.16K	0.01%	790

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Management's IWV Position: Q1 2015 in Review

B. Riley Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2015, closing a stake of 78 shares — an estimated $9K sold.

B. Riley Wealth Management first reported a position in IWV in Q1 2014 and held it in 4 quarters. The position peaked at $9K in Q4 2014. 288 funds tracked by Wall St. Rank hold IWV as of Q1 2015.

B. Riley Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Management sold 78 iShares Russell 3000 ETF shares in Q1 2015, an estimated $9K.
B. Riley Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2014 and held it in 4 quarters.
B. Riley Wealth Management's iShares Russell 3000 ETF position peaked at $9K in Q4 2014.
288 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.