Briggs Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Briggs Advisory Group's IWR Position: Q3 2023 in Review
Briggs Advisory Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2023 at 2,902 shares worth $201K. The position accounts for 0.12% of the portfolio, ranked #60.
Briggs Advisory Group first reported a position in IWR in Q4 2022 and has held it in 4 quarters since. The position peaked at $214K in Q4 2022. 1,141 funds tracked by Wall St. Rank hold IWR as of Q3 2023.
- Briggs Advisory Group held 2,902 shares of iShares Russell Mid-Cap ETF worth $201K as of Q3 2023.
- Briggs Advisory Group left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2023.
- iShares Russell Mid-Cap ETF made up 0.12% of Briggs Advisory Group's portfolio in Q3 2023, its #60 holding.
- Briggs Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 4 quarters since.
- Briggs Advisory Group's iShares Russell Mid-Cap ETF position peaked at $214K in Q4 2022.
- 1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.
Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.