B. Riley Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$557	Sell	11,280 -450	-4%	-$24.4K	﹤0.01%	393
2022 Q1	$705K	Hold	11,730	–	–	0.05%	266
2021 Q4	$755K	Hold	11,730	–	–	0.05%	268
2021 Q3	$736K	Buy	11,730 +1,545	+15%	+$97K	0.06%	267
2021 Q2	$629K	Buy	10,185 +3,195	+46%	+$195K	0.07%	199
2021 Q1	$399K	Buy	+6,990	New	+$378K	0.05%	253
2015 Q3	–	Sell	-243	Closed	-$7K	–	469
2015 Q2	$7K	Hold	243	–	–	0.01%	811
2015 Q1	$7K	Sell	243 -69	-22%	-$2.04K	0.01%	809
2014 Q4	$9K	Hold	312	–	–	0.01%	754
2014 Q3	$8K	Hold	312	–	–	0.01%	828
2014 Q2	$8K	Hold	312	–	–	0.01%	875
2014 Q1	$9K	Buy	+312	New	+$8.66K	0.01%	791

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

B. Riley Wealth Management reduced its iShares US Financial Services ETF (IYG) stake by 3.8% in Q2 2022, selling an estimated $24.4K and leaving 11,280 shares worth $557. The position accounts for ﹤0.01% of the portfolio, ranked #393.

B. Riley Wealth Management first reported a position in IYG in Q1 2014 and has held it in 12 quarters since. The position peaked at $755K in Q4 2021. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

B. Riley Wealth Management held 11,280 shares of iShares US Financial Services ETF worth $557 as of Q2 2022.
B. Riley Wealth Management sold 450 iShares US Financial Services ETF shares in Q2 2022, an estimated $24.4K.
iShares US Financial Services ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #393 holding.
B. Riley Wealth Management first reported a position in iShares US Financial Services ETF in Q1 2014 and has held it in 12 quarters since.
B. Riley Wealth Management's iShares US Financial Services ETF position peaked at $755K in Q4 2021.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

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