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Bragg Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bragg Financial Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$721K Sell
5,804
-1,508
-21% -$182K 0.02% 252
2026
Q1 		$779K Buy
7,312
+4
+0.1% +$454 0.02% 236
2025
Q4 		$865K Sell
7,308
-260
-3% -$30.8K 0.03% 229
2025
Q3 		$886K Sell
7,568
-48
-0.6% -$5.34K 0.03% 223
2025
Q2 		$808K Hold
7,616
– – 0.03% 228
2025
Q1 		$688K Buy
7,616
+2,324
+44% +$229K 0.03% 234
2024
Q4 		$531K Sell
5,292
-428
-7% -$42.1K 0.02% 252
2024
Q3 		$537K Sell
5,720
-112
-2% -$10.2K 0.02% 242
2024
Q2 		$531K Sell
5,832
-420
-7% -$35.9K 0.02% 235
2024
Q1 		$527K Sell
6,252
-664
-10% -$53.5K 0.02% 236
2023
Q4 		$524K Sell
6,916
-4,860
-41% -$344K 0.02% 237
2023
Q3 		$783K Sell
11,776
-388
-3% -$26.8K 0.04% 213
2023
Q2 		$837K Sell
12,164
-3,916
-24% -$249K 0.05% 211
2023
Q1 		$982K Sell
16,080
-628
-4% -$36.2K 0.06% 198
2022
Q4 		$895K Sell
16,708
-2,288
-12% -$126K 0.05% 201
2022
Q3 		$999K Sell
18,996
-7,012
-27% -$412K 0.07% 182
2022
Q2 		$1.42M Sell
26,008
-1,700
-6% -$102K 0.09% 160
2022
Q1 		$1.92M Buy
27,708
+1,680
+6% +$115K 0.11% 158
2021
Q4 		$1.78M Hold
26,028
– – 0.11% 151
2021
Q3 		$1.78M Sell
26,028
-344
-1% -$24.3K 0.11% 151
2021
Q2 		$1.79M Buy
26,372
+828
+3% +$53.4K 0.11% 151
2021
Q1 		$1.55M Buy
25,544
+20,004
+361% +$1.22M 0.1% 159
2020
Q4 		$334K Sell
5,540
-600
-10% -$34.2K 0.03% 233
2020
Q3 		$333K Sell
6,140
-920
-13% -$48.5K 0.03% 219
2020
Q2 		$339K Sell
7,060
-5,416
-43% -$239K 0.04% 215
2020
Q1 		$470K Buy
12,476
+5,416
+77% +$233K 0.06% 182
2019
Q4 		$310K Hold
7,060
– – 0.03% 234
2019
Q3 		$282K Buy
+7,060
New +$283K 0.03% 240
2018
Q4 		– Sell
-12,968
Closed -$506K – 254
2018
Q3 		$506K Hold
12,968
– – 0.07% 192
2018
Q2 		$466K Sell
12,968
-384
-3% -$13.6K 0.07% 193
2018
Q1 		$454K Hold
13,352
– – 0.07% 201
2017
Q4 		$450K Buy
+13,352
New +$438K 0.06% 202
2017
Q1 		– Sell
-7,700
Closed -$202K – 255
2016
Q4 		$202K Sell
7,700
-1,700
-18% -$44.1K 0.03% 250
2016
Q3 		$245K Hold
9,400
– – 0.04% 238
2016
Q2 		$236K Sell
9,400
-3,136
-25% -$78.3K 0.04% 240
2016
Q1 		$313K Buy
12,536
+1,196
+11% +$28.3K 0.06% 219
2015
Q4 		$282K Sell
11,340
-256
-2% -$6.39K 0.06% 215
2015
Q3 		$270K Buy
+11,596
New +$285K 0.06% 205

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bragg Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 21% in Q2 2026, selling an estimated $182K and leaving 5,804 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #252.

Bragg Financial Advisors first reported a position in IWF in Q3 2015 and has held it in 38 quarters since. The position peaked at $1.92M in Q1 2022. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Bragg Financial Advisors held 5,804 shares of iShares Russell 1000 Growth ETF worth $721K as of Q2 2026.
  • Bragg Financial Advisors sold 1,508 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $182K.
  • iShares Russell 1000 Growth ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q2 2026, its #252 holding.
  • Bragg Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2015 and has held it in 38 quarters since.
  • Bragg Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $1.92M in Q1 2022.
  • 2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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