BRWM
IWY icon

B. Riley Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

B. Riley Wealth Management’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$1.3K Buy
10,351
+122
+1% +$16.7K ﹤0.01% 264
2022
Q1 		$1.63M Sell
10,229
-6,129
-37% -$955K 0.13% 163
2021
Q4 		$2.84M Sell
16,358
-10,647
-39% -$1.77M 0.2% 110
2021
Q3 		$4.12M Buy
+27,005
New +$4.26M 0.32% 77
2020
Q3 		– Sell
-30,000
Closed -$3.2M – 477
2020
Q2 		$3.2M Sell
30,000
-8,302
-22% -$814K 0.35% 70
2020
Q1 		$3.23M Sell
38,302
-8,543
-18% -$813K 0.34% 84
2019
Q4 		$4.52M Buy
46,845
+5,415
+13% +$494K 0.68% 36
2019
Q3 		$3.61M Sell
41,430
-5,641
-12% -$492K 0.63% 38
2019
Q2 		$4.04K Sell
47,071
-12,062
-20% -$1.01M 0.62% 34
2019
Q1 		$4.86M Buy
59,133
+15,721
+36% +$1.23M 0.84% 26
2018
Q4 		$3.12M Sell
43,412
-20,814
-32% -$1.61M 0.65% 36
2018
Q3 		$5.49M Buy
+64,226
New +$5.31M 1.35% 16
2015
Q3 		– Sell
-1,450
Closed -$75K – 465
2015
Q2 		$75K Hold
1,450
– – 0.06% 329
2015
Q1 		$75K Hold
1,450
– – 0.06% 340
2014
Q4 		$73K Hold
1,450
– – 0.06% 324
2014
Q3 		$70K Hold
1,450
– – 0.05% 354
2014
Q2 		$69K Hold
1,450
– – 0.04% 407
2014
Q1 		$66K Buy
+1,450
New +$65.1K 0.05% 395

Other funds holding IWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

B. Riley Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.2% in Q2 2022, buying an estimated $16.7K and bringing the position to 10,351 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

B. Riley Wealth Management first reported a position in IWY in Q1 2014 and has held it in 18 quarters since. The position peaked at $5.49M in Q3 2018. 271 funds tracked by Wall St. Rank hold IWY as of Q2 2022.

  • B. Riley Wealth Management held 10,351 shares of iShares Russell Top 200 Growth ETF worth $1.3K as of Q2 2022.
  • B. Riley Wealth Management bought 122 iShares Russell Top 200 Growth ETF shares in Q2 2022, an estimated $16.7K.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #264 holding.
  • B. Riley Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2014 and has held it in 18 quarters since.
  • B. Riley Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $5.49M in Q3 2018.
  • 271 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2022.

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