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
2023 Q2	$11.4M	Sell
2023 Q1	$10.9M	Hold
2022 Q4	$10.7M	Sell
2022 Q3	$10.2M	Sell
2022 Q2	$10.4M	Sell
2022 Q1	$12.9M	Sell
2021 Q4	$14.1M	Buy