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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
2025
Q1
$985K Sell
2024
Q4
$1.12M Sell
2024
Q3
$1.13M Sell
2024
Q2
$1.09M Sell
2024
Q1
$1.15M Sell
2023
Q4
$1.2M Sell
2023
Q3
$1.72M Sell
2023
Q2
$1.87M Hold
2023
Q1
$1.75M Sell
2022
Q4
$1.71M Buy
2022
Q3
$1.44M Buy
2022
Q2
$849K Buy
2022
Q1
$296K Buy