Briggs Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$718K	Sell	4,669 -223	-5%	-$36K	0.41%	34
2023 Q2	$789K	Hold	4,892	–	–	0.44%	33
2023 Q1	$742K	Hold	4,892	–	–	0.44%	33
2022 Q4	$710K	Hold	4,892	–	–	0.45%	34
2022 Q3	$629K	Hold	4,892	–	–	0.47%	30
2022 Q2	$672K	Hold	4,892	–	–	0.49%	29
2022 Q1	$762K	Hold	4,892	–	–	0.51%	27
2021 Q4	$766K	Buy	+4,892	New	+$744K	0.52%	25

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Briggs Advisory Group reduced its iShares S&P 500 Value ETF (IVE) stake by 4.6% in Q3 2023, selling an estimated $36K and leaving 4,669 shares worth $718K. The position accounts for 0.41% of the portfolio, ranked #34.

Briggs Advisory Group first reported a position in IVE in Q4 2021 and has held it in 8 quarters since. The position peaked at $789K in Q2 2023. 1,144 funds tracked by Wall St. Rank hold IVE as of Q3 2023.

Briggs Advisory Group held 4,669 shares of iShares S&P 500 Value ETF worth $718K as of Q3 2023.
Briggs Advisory Group sold 223 iShares S&P 500 Value ETF shares in Q3 2023, an estimated $36K.
iShares S&P 500 Value ETF made up 0.41% of Briggs Advisory Group's portfolio in Q3 2023, its #34 holding.
Briggs Advisory Group first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's iShares S&P 500 Value ETF position peaked at $789K in Q2 2023.
1,144 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2023.

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