ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 29,670 Value ($000) $4,063 Avg Close Range
Q3 2025
Shares 28,757 Value ($000) $4,095 Avg Close Range
Q2 2025
Shares 32,933 Value ($000) $4,567 Avg Close Range
Q4 2024
Shares 62,892 Value ($000) $7,972 Avg Close Range
Q3 2024
Shares 82,671 Value ($000) $9,682 Avg Close Range
Q2 2024
Shares 96,742 Value ($000) $10,675 Avg Close Range
Q1 2024
Shares 159,248 Value ($000) $14,576 Avg Close Range
Q4 2023
Shares 109,070 Value ($000) $11,393 Avg Close Range
Q3 2023
Shares 159,248 Value ($000) $14,576 Avg Close Range
Q2 2023
Shares 123,536 Value ($000) $11,937 Avg Close Range
Q1 2023
Shares 136,505 Value ($000) $12,429 Avg Close Range
Q4 2022
Shares 132,537 Value ($000) $11,080 Avg Close Range
Q3 2022
Shares 131,370 Value ($000) $10,304 Avg Close Range
Q2 2022
Shares 11,532 Value ($000) $914 Avg Close Range
Q1 2022
Shares 11,135 Value ($000) $1,120 Avg Close Range
Q4 2021
Shares 30,552 Value ($000) $3,521 Avg Close Range
Q3 2021
Shares 24,395 Value ($000) $2,737 Avg Close Range
Q2 2021
Shares 24,170 Value ($000) $2,712 Avg Close Range
Q1 2021
Shares 25,162 Value ($000) $2,571 Avg Close Range
Q4 2020
Shares 25,557 Value ($000) $2,624 Avg Close Range
Q3 2020
Shares 68,776 Value ($000) $11,397 Avg Close Range
Q2 2020
Shares 60,374 Value ($000) $9,547 Avg Close Range
Q1 2020
Shares 7,917 Value ($000) $963 Avg Close Range
Q4 2019
Shares 2,530 Value ($000) $387 Avg Close Range
Q2 2017
Shares 4,740 Value ($000) $513 Avg Close Range
Q4 2014
Shares 1,261 Value ($000) $118 Avg Close Range
Q2 2014
Shares 1,161 Value ($000) $103,993 Avg Close Range