B. Riley Wealth Advisors, Inc.

Position in IBB — iShares Biotechnology ETF

CIK 1464811 MEMPHIS, TN

Position in IBB

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$292,279

-$212,512 QoQ

Shares Held

1,731

-42.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$292,279	1,731	-42.1%	Shares	Sole	2026-04-27
2025-12-31	$504,791	2,991	+2.0%	Shares	Sole	2026-02-17
2025-09-30	$423,148	2,931	-12.7%	Shares	Sole	2025-10-31
2025-06-30	$424,694	3,357	-24.3%	Shares	Sole	2025-08-19
2024-12-31	$586,615	4,437	-34.6%	Shares	Sole	2025-02-25
2024-09-30	$987,604	6,783	-42.1%	Shares	Sole	2024-12-13
2024-06-30	$1,608,961	11,722	+2.0%	Shares	Sole	2024-08-19
2024-03-31	$1,577,069	11,493	-16.5%	Shares	Sole	2024-05-16
2023-12-31	$1,870,382	13,768	+19.8%	Shares	Sole	2024-03-15
2023-09-30	$1,405,478	11,493	-4.5%	Shares	Sole	2023-12-01
2023-06-30	$1,527,328	12,030	-6.7%	Shares	Sole	2023-07-27
2023-03-31	$1,665,647	12,896	-11.3%	Shares	Sole	2023-05-17
2022-12-31	$1,908,431	14,536	+20.8%	Shares	Sole	2023-03-15
2022-09-30	$1,407,495	12,034	+6.4%	Shares	Other	2022-11-22
2022-06-30	$1,330,748	11,313	-20.4%	Shares	Other	2022-08-12
2022-03-31	$1,851,823	14,212	-47.0%	Shares	Other	2022-05-02
2021-12-31	$4,090,979	26,805	+71.5%	Shares	Other	2022-01-28
2021-09-30	$2,526,896	15,629	-2.4%	Shares	Other	2021-11-16
2021-06-30	$2,620,362	16,012	-8.6%	Shares	Other	2021-08-10
2021-03-31	$2,637,810	17,520	+27.0%	Shares	Other	2021-05-13
2020-12-31	$2,089,197	13,791	-27.0%	Shares	Other	2021-02-04
2020-09-30	$2,557,353	18,886	+35.8%	Shares	Other	2020-11-09
2020-06-30	$1,900,401	13,903	+4.3%	Shares	Other	2020-07-31
2020-03-31	$1,435,527	13,324	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.