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	$1.3M	Buy	10,351 +122	+1%	+$16.7K	0.13%	144
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	$4.04M	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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $1.3M. The position accounts for 0.13% of the portfolio, ranked #144.

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 $1.3M 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 0.13% of B. Riley Wealth Management's portfolio in Q2 2022, its #144 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.