Briggs Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.05M | Sell |
15,308
-408
| -3% | -$27.9K | 0.6% | 25 |
|
|
2023
Q2 | $1.11M | Hold |
15,716
| – | – | 0.62% | 25 |
|
|
2023
Q1 | $1M | Hold |
15,716
| – | – | 0.6% | 27 |
|
|
2022
Q4 | $919K | Hold |
15,716
| – | – | 0.59% | 27 |
|
|
2022
Q3 | $909K | Hold |
15,716
| – | – | 0.68% | 24 |
|
|
2022
Q2 | $948K | Hold |
15,716
| – | – | 0.69% | 24 |
|
|
2022
Q1 | $1.2M | Hold |
15,716
| – | – | 0.8% | 19 |
|
|
2021
Q4 | $1.32M | Buy |
+15,716
| New | +$1.32M | 0.9% | 18 |
|