B. Riley Wealth Management’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$732	Buy	+9,153	New	+$810K	﹤0.01%	346
2020 Q2	–	Sell	-9,116	Closed	-$466K	–	497
2020 Q1	$466K	Buy	+9,116	New	+$528K	0.05%	274
2015 Q3	–	Sell	-2,588	Closed	-$67K	–	474
2015 Q2	$67K	Hold	2,588	–	–	0.05%	349
2015 Q1	$67K	Buy	+2,588	New	+$68K	0.05%	363

Other funds holding IYW

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

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

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

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

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

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

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

RIG

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

RJA

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

RJFSA

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

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

B. Riley Wealth Management opened a new position in iShares US Technology ETF (IYW) in Q2 2022: 9,153 shares worth $732. The stake represents ﹤0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in IYW as recently as Q1 2020.

B. Riley Wealth Management first reported a position in IYW in Q1 2015 and has held it in 4 quarters since. The position peaked at $466K in Q1 2020. 631 funds tracked by Wall St. Rank hold IYW as of Q2 2022.

B. Riley Wealth Management held 9,153 shares of iShares US Technology ETF worth $732 as of Q2 2022.
iShares US Technology ETF was a new B. Riley Wealth Management position in Q2 2022.
iShares US Technology ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #346 holding.
B. Riley Wealth Management first reported a position in iShares US Technology ETF in Q1 2015 and has held it in 4 quarters since.
B. Riley Wealth Management's iShares US Technology ETF position peaked at $466K in Q1 2020.
631 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2022.

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