Briggs Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.05M	Sell	15,308 -408	-3%	-$28.9K	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	$1.31M	Buy	+15,716	New	+$1.27M	0.9%	18

Other funds holding IVW

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

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

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

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

Briggs Advisory Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.6% in Q3 2023, selling an estimated $28.9K and leaving 15,308 shares worth $1.05M. The position accounts for 0.6% of the portfolio, ranked #25.

Briggs Advisory Group first reported a position in IVW in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.31M in Q4 2021. 1,405 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

Briggs Advisory Group held 15,308 shares of iShares S&P 500 Growth ETF worth $1.05M as of Q3 2023.
Briggs Advisory Group sold 408 iShares S&P 500 Growth ETF shares in Q3 2023, an estimated $28.9K.
iShares S&P 500 Growth ETF made up 0.6% of Briggs Advisory Group's portfolio in Q3 2023, its #25 holding.
Briggs Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's iShares S&P 500 Growth ETF position peaked at $1.31M in Q4 2021.
1,405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

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