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Bragg Financial Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bragg Financial Advisors’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Sell
11,806
-48
-0.4% -$5.33K 0.04% 216
2026
Q1 		$1.19M Buy
11,854
+33
+0.3% +$3.39K 0.04% 210
2025
Q4 		$1.15M Sell
11,821
-22
-0.2% -$2.12K 0.04% 212
2025
Q3 		$1.14M Sell
11,843
-48
-0.4% -$4.52K 0.04% 208
2025
Q2 		$1.08M Buy
11,891
+105
+0.9% +$8.99K 0.04% 213
2025
Q1 		$982K Sell
11,786
-78
-0.7% -$7.03K 0.04% 212
2024
Q4 		$1.08M Sell
11,864
-273
-2% -$25.7K 0.04% 207
2024
Q3 		$1.12M Sell
12,137
-1,375
-10% -$123K 0.05% 203
2024
Q2 		$1.19M Sell
13,512
-115
-0.8% -$10.2K 0.05% 195
2024
Q1 		$1.24M Sell
13,627
-258
-2% -$21.5K 0.06% 193
2023
Q4 		$1.1M Buy
13,885
+372
+3% +$27.3K 0.05% 196
2023
Q3 		$976K Sell
13,513
-104
-0.8% -$7.84K 0.05% 199
2023
Q2 		$1.02M Sell
13,617
-93
-0.7% -$6.64K 0.06% 196
2023
Q1 		$980K Sell
13,710
-292
-2% -$20.9K 0.06% 199
2022
Q4 		$956K Buy
14,002
+1,027
+8% +$70.6K 0.06% 199
2022
Q3 		$818K Buy
12,975
+7,174
+124% +$495K 0.06% 195
2022
Q2 		$370K Buy
5,801
+542
+10% +$38.1K 0.02% 251
2022
Q1 		$406K Buy
5,259
+942
+22% +$72.8K 0.02% 259
2021
Q4 		$342K Hold
4,317
– – 0.02% 262
2021
Q3 		$342K Buy
4,317
+127
+3% +$10.3K 0.02% 262
2021
Q2 		$339K Hold
4,190
– – 0.02% 266
2021
Q1 		$328K Buy
4,190
+966
+30% +$74.4K 0.02% 253
2020
Q4 		$233K Buy
+3,224
New +$215K 0.02% 267
2019
Q3 		– Sell
-3,564
Closed -$202K – 269
2019
Q2 		$202K Sell
3,564
-460
-11% -$25.5K 0.02% 265
2019
Q1 		$220K Buy
+4,024
New +$212K 0.03% 256

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Bragg Financial Advisors's IJK Position: Q2 2026 in Review

Bragg Financial Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.4% in Q2 2026, selling an estimated $5.33K and leaving 11,806 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #216.

Bragg Financial Advisors first reported a position in IJK in Q1 2019 and has held it in 25 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Bragg Financial Advisors held 11,806 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.39M as of Q2 2026.
  • Bragg Financial Advisors sold 48 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $5.33K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Bragg Financial Advisors's portfolio in Q2 2026, its #216 holding.
  • Bragg Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and has held it in 25 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.