Briggs Advisory Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
BTI
SWM
Briggs Advisory Group's ITOT Position: Q3 2023 in Review
Briggs Advisory Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.3% in Q3 2023, buying an estimated $1.12M and bringing the position to 276,498 shares worth $26M. The position accounts for 14.91% of the portfolio, ranked #2.
Briggs Advisory Group first reported a position in ITOT in Q4 2021 and has held it in 8 quarters since. 1,072 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.
- Briggs Advisory Group held 276,498 shares of iShares Core S&P Total US Stock Market ETF worth $26M as of Q3 2023.
- Briggs Advisory Group bought 11,362 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $1.12M.
- iShares Core S&P Total US Stock Market ETF made up 14.91% of Briggs Advisory Group's portfolio in Q3 2023, its #2 holding.
- Briggs Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 8 quarters since.
- 1,072 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.
Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.