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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$908K	Buy	8,234 +685	+9%	+$72K	0.02%	239
2026 Q1	$734K	Sell	7,549 -4	-0.1%	-$400	0.02%	241
2025 Q4	$727K	Hold	7,553	–	–	0.02%	236
2025 Q3	$729K	Sell	7,553 -104	-1%	-$9.86K	0.02%	235
2025 Q2	$704K	Sell	7,657 -16	-0.2%	-$1.38K	0.03%	238
2025 Q1	$653K	Hold	7,673	–	–	0.03%	239
2024 Q4	$678K	Sell	7,673 -338	-4%	-$30.7K	0.03%	236
2024 Q3	$706K	Sell	8,011 -172	-2%	-$14.5K	0.03%	231
2024 Q2	$663K	Sell	8,183 -230	-3%	-$18.7K	0.03%	229
2024 Q1	$707K	Sell	8,413 -1,011	-11%	-$80.1K	0.03%	225
2023 Q4	$733K	Sell	9,424 -392	-4%	-$27.8K	0.03%	217
2023 Q3	$680K	Sell	9,816 -275	-3%	-$20.1K	0.04%	222
2023 Q2	$737K	Sell	10,091 -573	-5%	-$39.9K	0.04%	218
2023 Q1	$746K	Sell	10,664 -579	-5%	-$40.9K	0.04%	212
2022 Q4	$758K	Sell	11,243 -136	-1%	-$9.17K	0.05%	212
2022 Q3	$707K	Sell	11,379 -620	-5%	-$42.6K	0.05%	200
2022 Q2	$776K	Sell	11,999 -3,171	-21%	-$226K	0.05%	193
2022 Q1	$1.18M	Buy	15,170 +3,197	+27%	+$246K	0.07%	184
2021 Q4	$937K	Hold	11,973	–	–	0.06%	182
2021 Q3	$937K	Hold	11,973	–	–	0.06%	182
2021 Q2	$949K	Sell	11,973 -2,238	-16%	-$174K	0.06%	184
2021 Q1	$1.05M	Buy	14,211 +8,826	+164%	+$638K	0.07%	179
2020 Q4	$369K	Sell	5,385 -380	-7%	-$24.2K	0.03%	222
2020 Q3	$331K	Sell	5,765 -1,640	-22%	-$93.4K	0.03%	220
2020 Q2	$397K	Buy	7,405 +469	+7%	+$23.5K	0.04%	199
2020 Q1	$299K	Buy	6,936 +1,984	+40%	+$109K	0.04%	218
2019 Q4	$295K	Hold	4,952	–	–	0.03%	239
2019 Q3	$277K	Buy	+4,952	New	+$277K	0.03%	243
2016 Q2	–	Sell	-6,016	Closed	-$245K	–	251
2016 Q1	$245K	Buy	+6,016	New	+$229K	0.05%	235

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bragg Financial Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 9.1% in Q2 2026, buying an estimated $72K and bringing the position to 8,234 shares worth $908K. The position accounts for 0.02% of the portfolio, ranked #239.

Bragg Financial Advisors first reported a position in IWR in Q1 2016 and has held it in 29 quarters since. The position peaked at $1.18M in Q1 2022. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Bragg Financial Advisors held 8,234 shares of iShares Russell Mid-Cap ETF worth $908K as of Q2 2026.
Bragg Financial Advisors bought 685 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $72K.
iShares Russell Mid-Cap ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q2 2026, its #239 holding.
Bragg Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2016 and has held it in 29 quarters since.
Bragg Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $1.18M in Q1 2022.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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