B. Riley Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$232K	Buy	+2,630	New	+$253K	0.02%	514
2015 Q3	–	Sell	-728	Closed	-$38K	–	471
2015 Q2	$38K	Hold	728	–	–	0.03%	472
2015 Q1	$39K	Buy	+728	New	+$39K	0.03%	450
2014 Q3	–	Sell	-64	Closed	-$3K	–	1112
2014 Q2	$3K	Hold	64	–	–	﹤0.01%	995
2014 Q1	$3K	Buy	+64	New	+$3.19K	﹤0.01%	961

Other funds holding IYJ

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

B. Riley Wealth Management opened a new position in iShares US Industrials ETF (IYJ) in Q2 2022: 2,630 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #514 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in IYJ as recently as Q2 2015.

B. Riley Wealth Management first reported a position in IYJ in Q1 2014 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold IYJ as of Q2 2022.

B. Riley Wealth Management held 2,630 shares of iShares US Industrials ETF worth $232K as of Q2 2022.
iShares US Industrials ETF was a new B. Riley Wealth Management position in Q2 2022.
iShares US Industrials ETF made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #514 holding.
B. Riley Wealth Management first reported a position in iShares US Industrials ETF in Q1 2014 and has held it in 5 quarters since.
228 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2022.

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