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Bragg Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bragg Financial Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.45M Buy
3,744
+557
+17% +$380K 0.08% 172
2025
Q4 		$2.18M Sell
3,187
-31
-1% -$21.1K 0.07% 179
2025
Q3 		$2.15M Sell
3,218
-134
-4% -$86.3K 0.07% 181
2025
Q2 		$2.08M Sell
3,352
-77
-2% -$44.2K 0.07% 185
2025
Q1 		$1.93M Buy
3,429
+1,019
+42% +$602K 0.08% 175
2024
Q4 		$1.42M Buy
2,410
+342
+17% +$202K 0.06% 188
2024
Q3 		$1.19M Buy
2,068
+97
+5% +$53.9K 0.05% 198
2024
Q2 		$1.08M Buy
1,971
+150
+8% +$78.9K 0.05% 201
2024
Q1 		$957K Buy
1,821
+645
+55% +$323K 0.04% 203
2023
Q4 		$562K Sell
1,176
-249
-17% -$111K 0.03% 232
2023
Q3 		$612K Hold
1,425
– – 0.03% 233
2023
Q2 		$635K Sell
1,425
-354
-20% -$149K 0.03% 233
2023
Q1 		$731K Buy
1,779
+157
+10% +$62.9K 0.04% 214
2022
Q4 		$623K Sell
1,622
-100
-6% -$38.6K 0.04% 222
2022
Q3 		$618K Sell
1,722
-23
-1% -$9.18K 0.04% 207
2022
Q2 		$662K Sell
1,745
-106
-6% -$43.6K 0.04% 201
2022
Q1 		$840K Buy
1,851
+358
+24% +$160K 0.05% 197
2021
Q4 		$643K Hold
1,493
– – 0.04% 201
2021
Q3 		$643K Hold
1,493
– – 0.04% 201
2021
Q2 		$642K Hold
1,493
– – 0.04% 204
2021
Q1 		$594K Buy
1,493
+579
+63% +$224K 0.04% 206
2020
Q4 		$343K Hold
914
– – 0.03% 230
2020
Q3 		$307K Sell
914
-125
-12% -$41.6K 0.03% 225
2020
Q2 		$322K Sell
1,039
-250
-19% -$73.4K 0.04% 219
2020
Q1 		$333K Hold
1,289
– – 0.04% 206
2019
Q4 		$417K Hold
1,289
– – 0.05% 207
2019
Q3 		$385K Buy
1,289
+91
+8% +$27K 0.05% 208
2019
Q2 		$353K Hold
1,198
– – 0.04% 223
2019
Q1 		$341K Sell
1,198
-122
-9% -$33.4K 0.04% 218
2018
Q4 		$332K Buy
1,320
+75
+6% +$20.4K 0.05% 212
2018
Q3 		$364K Buy
1,245
+206
+20% +$59.1K 0.05% 212
2018
Q2 		$284K Hold
1,039
– – 0.04% 230
2018
Q1 		$276K Sell
1,039
-310
-23% -$85.3K 0.04% 231
2017
Q4 		$363K Buy
1,349
+205
+18% +$53.7K 0.05% 222
2017
Q3 		$289K Hold
1,144
– – 0.04% 231
2017
Q2 		$278K Hold
1,144
– – 0.04% 241
2017
Q1 		$271K Sell
1,144
-10
-0.9% -$2.34K 0.04% 235
2016
Q4 		$260K Hold
1,154
– – 0.04% 237
2016
Q3 		$251K Hold
1,154
– – 0.04% 237
2016
Q2 		$243K Sell
1,154
-40
-3% -$8.34K 0.04% 235
2016
Q1 		$247K Hold
1,194
– – 0.05% 234
2015
Q4 		$245K Hold
1,194
– – 0.05% 224
2015
Q3 		$230K Hold
1,194
– – 0.06% 215
2015
Q2 		$247K Hold
1,194
– – 0.06% 222
2015
Q1 		$248K Hold
1,194
– – 0.06% 216
2014
Q4 		$247K Hold
1,194
– – 0.06% 210
2014
Q3 		$237K Hold
1,194
– – 0.06% 209
2014
Q2 		$235K Hold
1,194
– – 0.06% 218
2014
Q1 		$225K Hold
1,194
– – 0.06% 223
2013
Q4 		$222K Buy
+1,194
New +$213K 0.05% 225

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bragg Financial Advisors's IVV Position: Q1 2026 in Review

Bragg Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 17% in Q1 2026, buying an estimated $380K and bringing the position to 3,744 shares worth $2.45M. The position accounts for 0.08% of the portfolio, ranked #172.

Bragg Financial Advisors first reported a position in IVV in Q4 2013 and has held it in 50 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Bragg Financial Advisors held 3,744 shares of iShares Core S&P 500 ETF worth $2.45M as of Q1 2026.
  • Bragg Financial Advisors bought 557 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $380K.
  • iShares Core S&P 500 ETF made up 0.08% of Bragg Financial Advisors's portfolio in Q1 2026, its #172 holding.
  • Bragg Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 50 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.