Briggs Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.36M | Hold |
8,952
| – | – | 0.78% | 21 |
|
|
2023
Q2 | $1.41M | Sell |
8,952
-70
| -0.8% | -$11K | 0.79% | 21 |
|
|
2023
Q1 | $1.37M | Hold |
9,022
| – | – | 0.81% | 21 |
|
|
2022
Q4 | $1.37M | Sell |
9,022
-37
| -0.4% | -$5.61K | 0.87% | 21 |
|
|
2022
Q3 | $1.23M | Hold |
9,059
| – | – | 0.92% | 19 |
|
|
2022
Q2 | $1.31M | Hold |
9,059
| – | – | 0.96% | 20 |
|
|
2022
Q1 | $1.5M | Hold |
9,059
| – | – | 1% | 17 |
|
|
2021
Q4 | $1.52M | Buy |
+9,059
| New | +$1.52M | 1.04% | 16 |
|