Briggs Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.36M	Hold	8,952	–	–	0.78%	21
2023 Q2	$1.41M	Sell	8,952 -70	-0.8%	-$10.7K	0.79%	21
2023 Q1	$1.37M	Hold	9,022	–	–	0.81%	21
2022 Q4	$1.37M	Sell	9,022 -37	-0.4%	-$5.54K	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	+$1.48M	1.04%	16

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

Briggs Advisory Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2023 at 8,952 shares worth $1.36M. The position accounts for 0.78% of the portfolio, ranked #21.

Briggs Advisory Group first reported a position in IWD in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.52M in Q4 2021. 1,441 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

Briggs Advisory Group held 8,952 shares of iShares Russell 1000 Value ETF worth $1.36M as of Q3 2023.
Briggs Advisory Group left its iShares Russell 1000 Value ETF share count unchanged in Q3 2023.
iShares Russell 1000 Value ETF made up 0.78% of Briggs Advisory Group's portfolio in Q3 2023, its #21 holding.
Briggs Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's iShares Russell 1000 Value ETF position peaked at $1.52M in Q4 2021.
1,441 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

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