B. Riley Wealth Advisors, Inc. IVV holdings history
ISHARES CORE S&P 500 ETF · CUSIP 464287200 · CIK 1464811
As of 2026-06-30, B. Riley Wealth Advisors, Inc. reported 59.64K IVV (shares), valued at $44.39M, or 2.42% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares increased 11.14%; reported value increased 30.26%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.42% | 59,644 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 2.20% | 53,667 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 1.96% | 60,421 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 2.00% | 62,071 | SEC filing ↗Filed Oct 31, 2025 |
| Q2 2025 | 1.78% | 59,254 | SEC filing ↗Filed Aug 19, 2025 |
| Q1 2025 | 3.03% | 177,419 | SEC filing ↗Filed Aug 28, 2026 |
| Q4 2024 | 2.31% | 119,684 | SEC filing ↗Filed Feb 25, 2025 |
| Q3 2024 | 3.27% | 205,338 | SEC filing ↗Filed Dec 13, 2024 |
| Q2 2024 | 2.97% | 213,006 | SEC filing ↗Filed Aug 19, 2024 |
| Q1 2024 | 3.09% | 264,663 | SEC filing ↗Filed May 16, 2024 |
| Q4 2023 | 3.16% | 245,368 | SEC filing ↗Filed Mar 15, 2024 |
| Q3 2023 | 3.09% | 264,663 | SEC filing ↗Filed Dec 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.09% | 264,663 | $114.18M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Dec 1, 2023 |
| Q4 2023 | 3.16% | 245,368 | $117.19M | Shares decreased 7.29%; reported value increased 2.64%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 15, 2024 |
| Q1 2024 | 3.09% | 264,663 | $114.18M | Shares increased 7.86%; reported value decreased 2.57%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 16, 2024 |
| Q2 2024 | 2.97% | 213,006 | $116.56M | Shares decreased 19.52%; reported value increased 2.09%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2024 |
| Q3 2024 | 3.27% | 205,338 | $117.57M | Shares decreased 3.60%; reported value increased 0.86%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 13, 2024 |
| Q4 2024 | 2.31% | 119,684 | $70.46M | Shares decreased 41.71%; reported value decreased 40.07%, and weight changed -0.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 25, 2025 |
| Q1 2025 | 3.03% | 177,419 | $99.69M | Shares increased 48.24%; reported value increased 41.50%, and weight changed +0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 28, 2026 |
| Q2 2025 | 1.78% | 59,254 | $36.79M | Shares decreased 66.60%; reported value decreased 63.10%, and weight changed -1.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2025 |
| Q3 2025 | 2.00% | 62,071 | $41.54M | Shares increased 4.75%; reported value increased 12.92%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 1.96% | 60,421 | $41.38M | Shares decreased 2.66%; reported value decreased 0.38%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 2.20% | 53,667 | $34.08M | Shares decreased 11.18%; reported value decreased 17.66%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 2.42% | 59,644 | $44.39M | Shares increased 11.14%; reported value increased 30.26%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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