Bragg Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bragg Financial Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$287K	Hold	2,090	–	–	0.01%	337
2026 Q1	$236K	Buy	+2,090	New	+$251K	0.01%	345
2024 Q3	–	Sell	-2,466	Closed	-$228K	–	324
2024 Q2	$228K	Sell	2,466 -1	-0%	-$86	0.01%	305
2024 Q1	$208K	Buy	+2,467	New	+$198K	0.01%	318
2022 Q1	–	Sell	-3,181	Closed	-$235K	–	318
2021 Q4	$235K	Hold	3,181	–	–	0.02%	283
2021 Q3	$235K	Buy	+3,181	New	+$242K	0.02%	283

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bragg Financial Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,090 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #337.

Bragg Financial Advisors first reported a position in IVW in Q3 2021 and has held it in 6 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Bragg Financial Advisors held 2,090 shares of iShares S&P 500 Growth ETF worth $287K as of Q2 2026.
Bragg Financial Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #337 holding.
Bragg Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 6 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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