BRWM
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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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return