ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

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

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

Q4 2025
Shares 3,060 Value ($000) $921 Avg Close — Range —
Q3 2025
Shares 3,073 Value ($000) $833 Avg Close — Range —
Q2 2025
Shares 2,834 Value ($000) $676 Avg Close — Range —
Q4 2024
Shares 10,026 Value ($000) $2,161 Avg Close — Range —
Q3 2024
Shares 14,833 Value ($000) $3,406 Avg Close — Range —
Q2 2024
Shares 6,033 Value ($000) $1,488 Avg Close — Range —
Q1 2024
Shares 1,903 Value ($000) $905 Avg Close — Range —
Q4 2023
Shares 1,302 Value ($000) $750 Avg Close — Range —
Q3 2023
Shares 1,903 Value ($000) $905 Avg Close — Range —
Q2 2023
Shares 1,444 Value ($000) $733 Avg Close — Range —
Q1 2023
Shares 1,914 Value ($000) $851 Avg Close — Range —
Q4 2022
Shares 2,033 Value ($000) $707 Avg Close — Range —
Q3 2022
Shares 1,309 Value ($000) $418 Avg Close — Range —
Q2 2022
Shares 1,913 Value ($000) $670 Avg Close — Range —
Q1 2022
Shares 3,085 Value ($000) $1,461 Avg Close — Range —
Q4 2021
Shares 3,003 Value ($000) $1,628 Avg Close — Range —
Q4 2014
Shares 160 Value ($000) $15 Avg Close — Range —
Q2 2014
Shares 32 Value ($000) $2,765 Avg Close — Range —