Briggs Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$32.1M	Sell	74,862 -288	-0.4%	-$129K	18.4%	1
2023 Q2	$33.5M	Buy	75,150 +116	+0.2%	+$48.9K	18.7%	1
2023 Q1	$30.8M	Sell	75,034 -325	-0.4%	-$130K	18.28%	1
2022 Q4	$29M	Sell	75,359 -440	-0.6%	-$170K	18.43%	1
2022 Q3	$27.2M	Sell	75,799 -3	-0%	-$1.2K	20.39%	1
2022 Q2	$28.7M	Sell	75,802 -6,665	-8%	-$2.74M	21%	1
2022 Q1	$37.4M	Sell	82,467 -430	-0.5%	-$192K	24.84%	1
2021 Q4	$39.5M	Buy	+82,897	New	+$38.2M	26.97%	1

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

Briggs Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.38% in Q3 2023, selling an estimated $129K and leaving 74,862 shares worth $32.1M. The position accounts for 18.4% of the portfolio, ranked #1.

Briggs Advisory Group first reported a position in IVV in Q4 2021 and has held it in 8 quarters since. The position peaked at $39.5M in Q4 2021. 2,742 funds tracked by Wall St. Rank hold IVV as of Q3 2023.

Briggs Advisory Group held 74,862 shares of iShares Core S&P 500 ETF worth $32.1M as of Q3 2023.
Briggs Advisory Group sold 288 iShares Core S&P 500 ETF shares in Q3 2023, an estimated $129K.
iShares Core S&P 500 ETF made up 18.4% of Briggs Advisory Group's portfolio in Q3 2023, its #1 holding.
Briggs Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's iShares Core S&P 500 ETF position peaked at $39.5M in Q4 2021.
2,742 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2023.

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