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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$718K	Sell
2023 Q2	$789K	Hold
2023 Q1	$742K	Hold
2022 Q4	$710K	Hold
2022 Q3	$629K	Hold
2022 Q2	$672K	Hold
2022 Q1	$762K	Hold
2021 Q4	$766K	Buy