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Briggs Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Briggs Advisory Group’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		$201K Hold
2,902
– – 0.12% 60
2023
Q2 		$212K Hold
2,902
– – 0.12% 56
2023
Q1 		$203K Sell
2,902
-275
-9% -$19.2K 0.12% 56
2022
Q4 		$214K Buy
+3,177
New +$214K 0.14% 53