Briggs Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.5M | Sell |
59,188
-1,740
| -3% | -$308K | 5.99% | 5 |
|
|
2023
Q2 | $11.4M | Sell |
60,928
-386
| -0.6% | -$72.3K | 6.37% | 4 |
|
|
2023
Q1 | $10.9M | Hold |
61,314
| – | – | 6.48% | 4 |
|
|
2022
Q4 | $10.7M | Sell |
61,314
-279
| -0.5% | -$48.6K | 6.81% | 4 |
|
|
2022
Q3 | $10.2M | Sell |
61,593
-102
| -0.2% | -$16.8K | 7.62% | 4 |
|
|
2022
Q2 | $10.4M | Sell |
61,695
-1,127
| -2% | -$191K | 7.64% | 4 |
|
|
2022
Q1 | $12.9M | Sell |
62,822
-734
| -1% | -$151K | 8.56% | 4 |
|
|
2021
Q4 | $14.1M | Buy |
+63,556
| New | +$14.1M | 9.64% | 3 |
|