Briggs Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$10.5M	Sell	59,188 -1,740	-3%	-$327K	5.99%	5
2023 Q2	$11.4M	Sell	60,928 -386	-0.6%	-$68.8K	6.37%	4
2023 Q1	$10.9M	Hold	61,314	–	–	6.48%	4
2022 Q4	$10.7M	Sell	61,314 -279	-0.5%	-$49.6K	6.81%	4
2022 Q3	$10.2M	Sell	61,593 -102	-0.2%	-$18.6K	7.62%	4
2022 Q2	$10.4M	Sell	61,695 -1,127	-2%	-$208K	7.64%	4
2022 Q1	$12.9M	Sell	62,822 -734	-1%	-$150K	8.56%	4
2021 Q4	$14.1M	Buy	+63,556	New	+$14.4M	9.64%	3

Other funds holding IWM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Briggs Advisory Group reduced its iShares Russell 2000 ETF (IWM) stake by 2.9% in Q3 2023, selling an estimated $327K and leaving 59,188 shares worth $10.5M. The position accounts for 5.99% of the portfolio, ranked #5.

Briggs Advisory Group first reported a position in IWM in Q4 2021 and has held it in 8 quarters since. The position peaked at $14.1M in Q4 2021. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Briggs Advisory Group held 59,188 shares of iShares Russell 2000 ETF worth $10.5M as of Q3 2023.
Briggs Advisory Group sold 1,740 iShares Russell 2000 ETF shares in Q3 2023, an estimated $327K.
iShares Russell 2000 ETF made up 5.99% of Briggs Advisory Group's portfolio in Q3 2023, its #5 holding.
Briggs Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's iShares Russell 2000 ETF position peaked at $14.1M in Q4 2021.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

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