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

Bragg Financial Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$638K Buy
4,377
+63
+1% +$9.35K 0.02% 256
2025
Q4 		$608K Hold
4,314
– – 0.02% 250
2025
Q3 		$603K Hold
4,314
– – 0.02% 248
2025
Q2 		$570K Buy
4,314
+74
+2% +$9.28K 0.02% 251
2025
Q1 		$534K Sell
4,240
-278
-6% -$36.2K 0.02% 250
2024
Q4 		$584K Sell
4,518
-210
-4% -$28.1K 0.02% 245
2024
Q3 		$625K Sell
4,728
-1,283
-21% -$162K 0.03% 233
2024
Q2 		$726K Sell
6,011
-100
-2% -$12.2K 0.03% 225
2024
Q1 		$766K Hold
6,111
– – 0.03% 218
2023
Q4 		$711K Buy
6,111
+128
+2% +$13.6K 0.03% 222
2023
Q3 		$624K Sell
5,983
-272
-4% -$30K 0.03% 231
2023
Q2 		$687K Hold
6,255
– – 0.04% 224
2023
Q1 		$664K Sell
6,255
-95
-1% -$10.4K 0.04% 222
2022
Q4 		$669K Buy
6,350
+370
+6% +$38.8K 0.04% 216
2022
Q3 		$574K Sell
5,980
-1,030
-15% -$110K 0.04% 213
2022
Q2 		$712K Buy
7,010
+1,585
+29% +$177K 0.05% 198
2022
Q1 		$649K Buy
5,425
+2,250
+71% +$265K 0.04% 212
2021
Q4 		$360K Hold
3,175
– – 0.02% 255
2021
Q3 		$360K Sell
3,175
-125
-4% -$14.5K 0.02% 255
2021
Q2 		$379K Hold
3,300
– – 0.02% 254
2021
Q1 		$361K Buy
+3,300
New +$344K 0.02% 244

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Bragg Financial Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.5% in Q1 2026, buying an estimated $9.35K and bringing the position to 4,377 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #256.

Bragg Financial Advisors first reported a position in IWS in Q1 2021 and has held it in 21 quarters since. The position peaked at $766K in Q1 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Bragg Financial Advisors held 4,377 shares of iShares Russell Mid-Cap Value ETF worth $638K as of Q1 2026.
  • Bragg Financial Advisors bought 63 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $9.35K.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q1 2026, its #256 holding.
  • Bragg Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Bragg Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $766K in Q1 2024.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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