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iShares S&P SmallCap 600 Value Idx shares owned by Briggs Advisory Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Briggs Advisory Group from 13F filings

Historical chart of Briggs Advisory Group investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx held by Briggs Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Briggs Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $748k 8.4k 89.22
2023-06-30 $797k 8.4k 95.09
2023-03-31 $784k 8.4k 93.59
2022-12-31 $765k 8.4k 91.31
2022-09-30 $801k 9.7k 82.42
2022-06-30 $865k 9.7k 89.00
2022-03-31 $997k 9.7k 102.37
2021-12-31 $1.1M 11k 104.53

More positions owned by Briggs Advisory Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Eafe (IEFA)
Ameriprise Financial (AMP)
American Express Company (AXP)

View all positions for Briggs Advisory Group

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
LPL Financial
Commonwealth Equity Services
Bessemer
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Value Idx