ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 18,487 Value ($000) $1,780 Avg Close — Range —
Q3 2025
Shares 19,581 Value ($000) $1,891 Avg Close — Range —
Q2 2025
Shares 31,766 Value ($000) $2,921 Avg Close — Range —
Q4 2024
Shares 53,586 Value ($000) $4,737 Avg Close — Range —
Q3 2024
Shares 63,674 Value ($000) $5,594 Avg Close — Range —
Q2 2024
Shares 75,283 Value ($000) $6,104 Avg Close — Range —
Q1 2024
Shares 118,009 Value ($000) $8,211 Avg Close — Range —
Q4 2023
Shares 79,989 Value ($000) $6,218 Avg Close — Range —
Q3 2023
Shares 118,009 Value ($000) $8,211 Avg Close — Range —
Q2 2023
Shares 88,206 Value ($000) $6,442 Avg Close — Range —
Q1 2023
Shares 95,577 Value ($000) $6,683 Avg Close — Range —
Q4 2022
Shares 96,196 Value ($000) $6,488 Avg Close — Range —
Q3 2022
Shares 103,202 Value ($000) $6,415 Avg Close — Range —
Q2 2022
Shares 10,727 Value ($000) $695 Avg Close — Range —
Q1 2022
Shares 8,365 Value ($000) $654 Avg Close — Range —
Q4 2021
Shares 9,486 Value ($000) $788 Avg Close — Range —
Q3 2021
Shares 9,320 Value ($000) $730 Avg Close — Range —
Q2 2021
Shares 8,183 Value ($000) $649 Avg Close — Range —
Q1 2021
Shares 8,122 Value ($000) $601 Avg Close — Range —
Q4 2020
Shares 4,045 Value ($000) $278 Avg Close — Range —
Q3 2020
Shares 5,557 Value ($000) $314 Avg Close — Range —
Q2 2020
Shares 4,181 Value ($000) $225 Avg Close — Range —
Q4 2017
Shares 968 Value ($000) $203 Avg Close — Range —
Q3 2016
Shares 1,509 Value ($000) $263 Avg Close — Range —
Q2 2016
Shares 1,307 Value ($000) $221 Avg Close — Range —
Q3 2015
Shares 1,788 Value ($000) $279 Avg Close — Range —
Q2 2015
Shares 1,952 Value ($000) $333 Avg Close — Range —
Q1 2015
Shares 1,902 Value ($000) $329 Avg Close — Range —
Q4 2014
Shares 1,784 Value ($000) $298 Avg Close — Range —
Q3 2014
Shares 1,764 Value ($000) $279 Avg Close — Range —
Q2 2014
Shares 3,457 Value ($000) $253,252 Avg Close — Range —
Q1 2014
Shares 1,751 Value ($000) $271 Avg Close — Range —
Q4 2013
Shares 1,856 Value ($000) $278 Avg Close — Range —
Q2 2013
Shares 1,551 Value ($000) $201 Avg Close — Range —