B. Riley Wealth Management’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$209	Buy	+2,992	New	+$228K	﹤0.01%	644
2015 Q3	–	Sell	-688	Closed	-$30K	–	468
2015 Q2	$30K	Hold	688	–	–	0.02%	527
2015 Q1	$30K	Sell	688 -52	-7%	-$2.31K	0.02%	518
2014 Q4	$33K	Hold	740	–	–	0.03%	472
2014 Q3	$30K	Hold	740	–	–	0.02%	518
2014 Q2	$30K	Buy	740 +200	+37%	+$8.13K	0.02%	563
2014 Q1	$22K	Buy	+540	New	+$21.6K	0.02%	616

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

B. Riley Wealth Management opened a new position in iShares US Financials ETF (IYF) in Q2 2022: 2,992 shares worth $209. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in IYF as recently as Q2 2015.

B. Riley Wealth Management first reported a position in IYF in Q1 2014 and has held it in 7 quarters since. The position peaked at $33K in Q4 2014. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

B. Riley Wealth Management held 2,992 shares of iShares US Financials ETF worth $209 as of Q2 2022.
iShares US Financials ETF was a new B. Riley Wealth Management position in Q2 2022.
iShares US Financials ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #644 holding.
B. Riley Wealth Management first reported a position in iShares US Financials ETF in Q1 2014 and has held it in 7 quarters since.
B. Riley Wealth Management's iShares US Financials ETF position peaked at $33K in Q4 2014.
315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

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