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Bragg Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bragg Financial Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$636K Buy
4,964
+13
+0.3% +$1.76K 0.02% 257
2025
Q4 		$678K Hold
4,951
– – 0.02% 242
2025
Q3 		$705K Hold
4,951
– – 0.02% 237
2025
Q2 		$687K Buy
4,951
+48
+1% +$6.07K 0.02% 239
2025
Q1 		$576K Hold
4,903
– – 0.02% 246
2024
Q4 		$621K Sell
4,903
-187
-4% -$23.8K 0.03% 242
2024
Q3 		$597K Buy
5,090
+935
+23% +$105K 0.02% 235
2024
Q2 		$459K Sell
4,155
-90
-2% -$9.89K 0.02% 248
2024
Q1 		$485K Buy
4,245
+45
+1% +$4.87K 0.02% 244
2023
Q4 		$439K Hold
4,200
– – 0.02% 249
2023
Q3 		$384K Sell
4,200
-29
-0.7% -$2.77K 0.02% 255
2023
Q2 		$409K Sell
4,229
-180
-4% -$16.4K 0.02% 257
2023
Q1 		$401K Sell
4,409
-275
-6% -$24.5K 0.02% 251
2022
Q4 		$392K Buy
4,684
+565
+14% +$47.6K 0.02% 246
2022
Q3 		$323K Sell
4,119
-2,371
-37% -$204K 0.02% 251
2022
Q2 		$514K Buy
6,490
+1,997
+44% +$174K 0.03% 225
2022
Q1 		$452K Buy
4,493
+1,068
+31% +$106K 0.03% 247
2021
Q4 		$384K Hold
3,425
– – 0.02% 249
2021
Q3 		$384K Buy
3,425
+5
+0.1% +$575 0.02% 249
2021
Q2 		$387K Hold
3,420
– – 0.02% 251
2021
Q1 		$349K Buy
3,420
+1,150
+51% +$120K 0.02% 247
2020
Q4 		$233K Sell
2,270
-340
-13% -$32.4K 0.02% 268
2020
Q3 		$226K Hold
2,610
– – 0.02% 252
2020
Q2 		$206K Buy
+2,610
New +$189K 0.02% 264
2020
Q1 		– Sell
-2,760
Closed -$211K – 265
2019
Q4 		$211K Buy
+2,760
New +$202K 0.02% 257
2019
Q3 		– Sell
-2,830
Closed -$202K – 270
2019
Q2 		$202K Buy
+2,830
New +$197K 0.02% 266

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bragg Financial Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.26% in Q1 2026, buying an estimated $1.76K and bringing the position to 4,964 shares worth $636K. The position accounts for 0.02% of the portfolio, ranked #257.

Bragg Financial Advisors first reported a position in IWP in Q2 2019 and has held it in 26 quarters since. The position peaked at $705K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Bragg Financial Advisors held 4,964 shares of iShares Russell Mid-Cap Growth ETF worth $636K as of Q1 2026.
  • Bragg Financial Advisors bought 13 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.76K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q1 2026, its #257 holding.
  • Bragg Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and has held it in 26 quarters since.
  • Bragg Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $705K in Q3 2025.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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