Bragg Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.09M	Sell	4,382 -126	-3%	-$32.5K	0.03%	214
2025 Q4	$1.11M	Sell	4,508 -80	-2%	-$19.7K	0.04%	216
2025 Q3	$1.11M	Sell	4,588 -272	-6%	-$62.4K	0.04%	211
2025 Q2	$1.05M	Sell	4,860 -62	-1%	-$12.5K	0.04%	215
2025 Q1	$982K	Hold	4,922	–	–	0.04%	211
2024 Q4	$1.09M	Hold	4,922	–	–	0.04%	206
2024 Q3	$1.09M	Buy	4,922 +632	+15%	+$135K	0.04%	204
2024 Q2	$870K	Sell	4,290 -266	-6%	-$53.8K	0.04%	211
2024 Q1	$958K	Sell	4,556 -46	-1%	-$9.18K	0.04%	202
2023 Q4	$924K	Buy	4,602 +50	+1%	+$8.96K	0.04%	204
2023 Q3	$805K	Sell	4,552 -74	-2%	-$13.9K	0.04%	211
2023 Q2	$866K	Sell	4,626 -37	-0.8%	-$6.6K	0.05%	207
2023 Q1	$832K	Sell	4,663 -382	-8%	-$70.3K	0.05%	207
2022 Q4	$880K	Sell	5,045 -174	-3%	-$30.9K	0.05%	204
2022 Q3	$861K	Hold	5,219	–	–	0.06%	192
2022 Q2	$884K	Buy	5,219 +673	+15%	+$124K	0.06%	188
2022 Q1	$933K	Buy	4,546 +408	+10%	+$83.2K	0.05%	194
2021 Q4	$905K	Hold	4,138	–	–	0.06%	184
2021 Q3	$905K	Sell	4,138 -15	-0.4%	-$3.33K	0.06%	184
2021 Q2	$953K	Sell	4,153 -692	-14%	-$156K	0.06%	183
2021 Q1	$1.07M	Buy	4,845 +1,199	+33%	+$262K	0.07%	176
2020 Q4	$715K	Sell	3,646 -105	-3%	-$18.4K	0.06%	182
2020 Q3	$562K	Sell	3,751 -104	-3%	-$15.6K	0.06%	184
2020 Q2	$552K	Sell	3,855 -19	-0.5%	-$2.49K	0.06%	179
2020 Q1	$443K	Sell	3,874 -365	-9%	-$54.4K	0.06%	189
2019 Q4	$702K	Buy	4,239 +14	+0.3%	+$2.21K	0.08%	176
2019 Q3	$639K	Buy	4,225 +1,335	+46%	+$204K	0.08%	182
2019 Q2	$449K	Hold	2,890	–	–	0.06%	205
2019 Q1	$442K	Sell	2,890 -961	-25%	-$144K	0.06%	196
2018 Q4	$516K	Hold	3,851	–	–	0.08%	181
2018 Q3	$649K	Sell	3,851 -30	-0.8%	-$5.07K	0.09%	175
2018 Q2	$636K	Buy	3,881 +570	+17%	+$91.2K	0.09%	176
2018 Q1	$503K	Hold	3,311	–	–	0.07%	192
2017 Q4	$505K	Hold	3,311	–	–	0.07%	193
2017 Q3	$491K	Hold	3,311	–	–	0.08%	190
2017 Q2	$467K	Sell	3,311 -100	-3%	-$13.8K	0.07%	203
2017 Q1	$469K	Sell	3,411 -65	-2%	-$8.88K	0.08%	206
2016 Q4	$469K	Sell	3,476 -100	-3%	-$12.8K	0.08%	206
2016 Q3	$444K	Sell	3,576 -123	-3%	-$15K	0.08%	208
2016 Q2	$425K	Hold	3,699	–	–	0.08%	210
2016 Q1	$409K	Sell	3,699 -123	-3%	-$12.7K	0.08%	207
2015 Q4	$430K	Hold	3,822	–	–	0.09%	193
2015 Q3	$417K	Buy	3,822 +1,249	+49%	+$148K	0.1%	181
2015 Q2	$321K	Sell	2,573 -206	-7%	-$25.7K	0.07%	204
2015 Q1	$245K	Buy	+2,779	New	+$335K	0.06%	217

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Bragg Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q1 2026, selling an estimated $32.5K and leaving 4,382 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #214.

Bragg Financial Advisors first reported a position in IWM in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.11M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Bragg Financial Advisors held 4,382 shares of iShares Russell 2000 ETF worth $1.09M as of Q1 2026.
Bragg Financial Advisors sold 126 iShares Russell 2000 ETF shares in Q1 2026, an estimated $32.5K.
iShares Russell 2000 ETF made up 0.03% of Bragg Financial Advisors's portfolio in Q1 2026, its #214 holding.
Bragg Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 45 quarters since.
Bragg Financial Advisors's iShares Russell 2000 ETF position peaked at $1.11M in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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