BRIGGS ADVISORY GROUP, INC. IWM Holdings History
BRIGGS ADVISORY GROUP, INC.'s iShares Russell 2000 ETF Holding Summary
As of 2023-09-30, BRIGGS ADVISORY GROUP, INC. held 59,188.00 shares of iShares Russell 2000 ETF(IWM), totaling $10.46 Mil. This investment constitutes 5.99% of their stock portfolio, and BRIGGS ADVISORY GROUP, INC. now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2021Q4. In addition, there have been 6 sales at an average price of $187.83 for 4,368.00 shares. Based on historical transaction data and IWM's current price of $222.33, BRIGGS ADVISORY GROUP, INC.'s estimated gain on his IWM holdings is $-350,879.44, reflecting a -2.45% gain to date.
BRIGGS ADVISORY GROUP, INC. IWM ($222.33) Holding Chart
BRIGGS ADVISORY GROUP, INC. IWM ($222.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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