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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$209 Buy
2015
Q3
Sell
2015
Q2
$30K Hold
2015
Q1
$30K Sell
2014
Q4
$33K Hold
2014
Q3
$30K Hold
2014
Q2
$30K Buy
2014
Q1
$22K Buy