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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.51M	Hold	3,842	–	–	0.04%	210
2026 Q1	$1.21M	Buy	3,842 +9	+0.2%	+$2.99K	0.04%	208
2025 Q4	$1.24M	Sell	3,833 -23	-0.6%	-$7.48K	0.04%	205
2025 Q3	$1.23M	Sell	3,856 -30	-0.8%	-$9.05K	0.04%	203
2025 Q2	$1.11M	Buy	3,886 +30	+0.8%	+$7.9K	0.04%	207
2025 Q1	$985K	Sell	3,856 -31	-0.8%	-$8.75K	0.04%	210
2024 Q4	$1.12M	Sell	3,887 -78	-2%	-$23.1K	0.05%	201
2024 Q3	$1.13M	Sell	3,965 -202	-5%	-$55.3K	0.05%	202
2024 Q2	$1.09M	Sell	4,167 -62	-1%	-$16.1K	0.05%	200
2024 Q1	$1.15M	Sell	4,229 -526	-11%	-$134K	0.05%	196
2023 Q4	$1.2M	Sell	4,755 -2,931	-38%	-$661K	0.06%	191
2023 Q3	$1.72M	Sell	7,686 -14	-0.2%	-$3.35K	0.09%	170
2023 Q2	$1.87M	Hold	7,700	–	–	0.1%	162
2023 Q1	$1.75M	Sell	7,700 -293	-4%	-$67K	0.1%	163
2022 Q4	$1.71M	Buy	7,993 +1,049	+15%	+$230K	0.1%	165
2022 Q3	$1.44M	Buy	6,944 +2,831	+69%	+$637K	0.1%	165
2022 Q2	$849K	Buy	4,113 +2,957	+256%	+$659K	0.06%	190
2022 Q1	$296K	Buy	+1,156	New	+$296K	0.02%	277

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Bragg Financial Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 3,842 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #210.

Bragg Financial Advisors first reported a position in IWO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.87M in Q2 2023. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Bragg Financial Advisors held 3,842 shares of iShares Russell 2000 Growth ETF worth $1.51M as of Q2 2026.
Bragg Financial Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.04% of Bragg Financial Advisors's portfolio in Q2 2026, its #210 holding.
Bragg Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
Bragg Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $1.87M in Q2 2023.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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