ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 6,984 Value ($000) $1,469 Avg Close — Range —
Q3 2025
Shares 6,963 Value ($000) $1,418 Avg Close — Range —
Q2 2025
Shares 7,714 Value ($000) $1,498 Avg Close — Range —
Q4 2024
Shares 9,593 Value ($000) $1,776 Avg Close — Range —
Q3 2024
Shares 10,484 Value ($000) $1,981 Avg Close — Range —
Q2 2024
Shares 12,878 Value ($000) $2,247 Avg Close — Range —
Q1 2024
Shares 17,655 Value ($000) $2,698 Avg Close — Range —
Q4 2023
Shares 15,194 Value ($000) $2,511 Avg Close — Range —
Q3 2023
Shares 17,655 Value ($000) $2,698 Avg Close — Range —
Q2 2023
Shares 19,293 Value ($000) $3,045 Avg Close — Range —
Q1 2023
Shares 19,891 Value ($000) $3,029 Avg Close — Range —
Q4 2022
Shares 20,802 Value ($000) $3,155 Avg Close — Range —
Q3 2022
Shares 20,785 Value ($000) $2,827 Avg Close — Range —
Q2 2022
Shares 14,983 Value ($000) $2,173 Avg Close — Range —
Q1 2022
Shares 9,002 Value ($000) $1,495 Avg Close — Range —
Q4 2021
Shares 9,083 Value ($000) $1,526 Avg Close — Range —
Q3 2021
Shares 8,149 Value ($000) $1,276 Avg Close — Range —
Q2 2021
Shares 6,033 Value ($000) $957 Avg Close — Range —
Q1 2021
Shares 7,224 Value ($000) $1,093 Avg Close — Range —
Q4 2020
Shares 6,308 Value ($000) $863 Avg Close — Range —
Q3 2020
Shares 5,507 Value ($000) $646 Avg Close — Range —
Q2 2020
Shares 5,162 Value ($000) $582 Avg Close — Range —
Q1 2020
Shares 6,920 Value ($000) $686 Avg Close — Range —
Q4 2019
Shares 3,951 Value ($000) $540 Avg Close — Range —
Q3 2019
Shares 3,050 Value ($000) $392 Avg Close — Range —
Q2 2019
Shares 3,122 Value ($000) $398 Avg Close — Range —
Q1 2019
Shares 4,604 Value ($000) $569 Avg Close — Range —
Q4 2018
Shares 8,153 Value ($000) $906 Avg Close — Range —
Q3 2018
Shares 4,107 Value ($000) $521 Avg Close — Range —
Q2 2018
Shares 4,370 Value ($000) $532 Avg Close — Range —
Q1 2018
Shares 5,180 Value ($000) $622 Avg Close — Range —
Q4 2017
Shares 6,313 Value ($000) $786 Avg Close — Range —
Q3 2017
Shares 6,697 Value ($000) $795 Avg Close — Range —
Q2 2017
Shares 6,847 Value ($000) $799 Avg Close — Range —
Q1 2017
Shares 6,183 Value ($000) $712 Avg Close — Range —
Q4 2016
Shares 1,981 Value ($000) $224 Avg Close — Range —
Q2 2016
Shares 1,967 Value ($000) $204 Avg Close — Range —
Q4 2015
Shares 9,236 Value ($000) $905 Avg Close — Range —
Q3 2015
Shares 3,351 Value ($000) $313 Avg Close — Range —
Q2 2015
Shares 3,402 Value ($000) $351 Avg Close — Range —
Q1 2015
Shares 3,427 Value ($000) $353 Avg Close — Range —
Q4 2014
Shares 3,032 Value ($000) $316 Avg Close — Range —
Q3 2014
Shares 2,744 Value ($000) $275 Avg Close — Range —
Q2 2014
Shares 4,889 Value ($000) $217,575 Avg Close — Range —
Q1 2014
Shares 2,743 Value ($000) $265 Avg Close — Range —
Q4 2013
Shares 2,753 Value ($000) $259 Avg Close — Range —
Q3 2013
Shares 2,342 Value ($000) $202 Avg Close — Range —
Q2 2013
Shares 2,149 Value ($000) $180 Avg Close — Range —