B. Riley Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-1,450	Closed	-$63K	–	464
2015 Q2	$63K	Hold	1,450	–	–	0.05%	362
2015 Q1	$62K	Hold	1,450	–	–	0.05%	376
2014 Q4	$64K	Hold	1,450	–	–	0.05%	349
2014 Q3	$61K	Hold	1,450	–	–	0.05%	373
2014 Q2	$62K	Buy	1,450 +200	+16%	+$8.32K	0.04%	427
2014 Q1	$51K	Buy	+1,250	New	+$49.7K	0.04%	434

Other funds holding IWX

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GFG

Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

B. Riley Wealth Management's IWX Position: Q3 2015 in Review

B. Riley Wealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2015, closing a stake of 1,450 shares — an estimated $63K sold.

B. Riley Wealth Management first reported a position in IWX in Q1 2014 and held it in 6 quarters. The position peaked at $64K in Q4 2014. 28 funds tracked by Wall St. Rank hold IWX as of Q3 2015.

B. Riley Wealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2015 after selling out during the quarter.
B. Riley Wealth Management sold 1,450 iShares Russell Top 200 Value ETF shares in Q3 2015, an estimated $63K.
B. Riley Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q1 2014 and held it in 6 quarters.
B. Riley Wealth Management's iShares Russell Top 200 Value ETF position peaked at $64K in Q4 2014.
28 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.