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 Q2	$727K	Hold	4,964	–	–	0.02%	251
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

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

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

Bragg Financial Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 4,964 shares worth $727K. The position accounts for 0.02% of the portfolio, ranked #251.

Bragg Financial Advisors first reported a position in IWP in Q2 2019 and has held it in 27 quarters since. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Bragg Financial Advisors held 4,964 shares of iShares Russell Mid-Cap Growth ETF worth $727K as of Q2 2026.
Bragg Financial Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q2 2026, its #251 holding.
Bragg Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and has held it in 27 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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