BAG
Briggs Advisory Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $748K | Hold |
8,381
| – | – | 0.43% | 33 |
|
|
2023
Q2 | $797K | Hold |
8,381
| – | – | 0.45% | 32 |
|
|
2023
Q1 | $784K | Hold |
8,381
| – | – | 0.46% | 31 |
|
|
2022
Q4 | $765K | Sell |
8,381
-1,338
| -14% | -$122K | 0.49% | 31 |
|
|
2022
Q3 | $801K | Hold |
9,719
| – | – | 0.6% | 28 |
|
|
2022
Q2 | $865K | Sell |
9,719
-20
| -0.2% | -$1.78K | 0.63% | 28 |
|
|
2022
Q1 | $997K | Sell |
9,739
-746
| -7% | -$76.4K | 0.66% | 21 |
|
|
2021
Q4 | $1.1M | Buy |
+10,485
| New | +$1.1M | 0.75% | 20 |
|