Briggs Advisory Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Briggs Advisory Group’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$123K	0.49%	31
2022 Q3	$801K	Hold	9,719	–	–	0.6%	28
2022 Q2	$865K	Sell	9,719 -20	-0.2%	-$1.92K	0.63%	28
2022 Q1	$997K	Sell	9,739 -746	-7%	-$76K	0.66%	21
2021 Q4	$1.1M	Buy	+10,485	New	+$1.1M	0.75%	20

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Briggs Advisory Group's IJS Position: Q3 2023 in Review

Briggs Advisory Group held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2023 at 8,381 shares worth $748K. The position accounts for 0.43% of the portfolio, ranked #33.

Briggs Advisory Group first reported a position in IJS in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2021. 715 funds tracked by Wall St. Rank hold IJS as of Q3 2023.

Briggs Advisory Group held 8,381 shares of iShares S&P Small-Cap 600 Value ETF worth $748K as of Q3 2023.
Briggs Advisory Group left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2023.
iShares S&P Small-Cap 600 Value ETF made up 0.43% of Briggs Advisory Group's portfolio in Q3 2023, its #33 holding.
Briggs Advisory Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's iShares S&P Small-Cap 600 Value ETF position peaked at $1.1M in Q4 2021.
715 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.