Bragg Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.93M	Sell	11,615 -64	-0.5%	-$14.7K	0.08%	179
2026 Q1	$2.12M	Sell	11,679 -15	-0.1%	-$2.9K	0.07%	181
2025 Q4	$2.34M	Hold	11,694	–	–	0.08%	173
2025 Q3	$2.29M	Hold	11,694	–	–	0.08%	173
2025 Q2	$2.03M	Hold	11,694	–	–	0.07%	186
2025 Q1	$1.64M	Hold	11,694	–	–	0.07%	185
2024 Q4	$1.87M	Sell	11,694 -165	-1%	-$26.1K	0.08%	179
2024 Q3	$1.8M	Sell	11,859 -81	-0.7%	-$11.9K	0.07%	179
2024 Q2	$1.8M	Sell	11,940 -51	-0.4%	-$7.05K	0.08%	173
2024 Q1	$1.62M	Buy	11,991 +32	+0.3%	+$4.17K	0.07%	179
2023 Q4	$1.47M	Hold	11,959	–	–	0.07%	181
2023 Q3	$1.25M	Hold	11,959	–	–	0.07%	186
2023 Q2	$1.3M	Hold	11,959	–	–	0.07%	185
2023 Q1	$1.11M	Hold	11,959	–	–	0.07%	190
2022 Q4	$891K	Hold	11,959	–	–	0.05%	202
2022 Q3	$877K	Hold	11,959	–	–	0.06%	189
2022 Q2	$956K	Hold	11,959	–	–	0.06%	184
2022 Q1	$1.23M	Sell	11,959 -100	-0.8%	-$10.2K	0.07%	179
2021 Q4	$1.22M	Hold	12,059	–	–	0.08%	175
2021 Q3	$1.22M	Hold	12,059	–	–	0.08%	175
2021 Q2	$1.2M	Sell	12,059 -100	-0.8%	-$9.33K	0.08%	176
2021 Q1	$1.07M	Buy	12,159 +111	+0.9%	+$9.72K	0.07%	177
2020 Q4	$1.02M	Hold	12,048	–	–	0.09%	161
2020 Q3	$907K	Hold	12,048	–	–	0.09%	159
2020 Q2	$813K	Hold	12,048	–	–	0.09%	160
2020 Q1	$616K	Hold	12,048	–	–	0.08%	166
2019 Q4	$701K	Sell	12,048 -812	-6%	-$44.2K	0.08%	177
2019 Q3	$657K	Sell	12,860 -320	-2%	-$16.3K	0.08%	179
2019 Q2	$652K	Hold	13,180	–	–	0.08%	179
2019 Q1	$628K	Hold	13,180	–	–	0.08%	175
2018 Q4	$527K	Sell	13,180 -820	-6%	-$35.5K	0.08%	179
2018 Q3	$679K	Hold	14,000	–	–	0.09%	172
2018 Q2	$624K	Hold	14,000	–	–	0.09%	178
2018 Q1	$589K	Hold	14,000	–	–	0.09%	185
2017 Q4	$570K	Hold	14,000	–	–	0.08%	184
2017 Q3	$525K	Hold	14,000	–	–	0.08%	186
2017 Q2	$489K	Buy	14,000 +2,000	+17%	+$70.1K	0.08%	200
2017 Q1	$406K	Sell	12,000 -1,300	-10%	-$42.2K	0.07%	218
2016 Q4	$400K	Sell	13,300 -320	-2%	-$9.54K	0.07%	214
2016 Q3	$405K	Sell	13,620 -220	-2%	-$6.3K	0.07%	216
2016 Q2	$364K	Hold	13,840	–	–	0.07%	220
2016 Q1	$375K	Hold	13,840	–	–	0.07%	213
2015 Q4	$370K	Buy	13,840 +1,840	+15%	+$49.6K	0.08%	202
2015 Q3	$297K	Sell	12,000 -260	-2%	-$6.72K	0.07%	200
2015 Q2	$321K	Sell	12,260 -2,156	-15%	-$58.2K	0.07%	205
2015 Q1	$370K	Buy	14,416 +56	+0.4%	+$1.47K	0.09%	197
2014 Q4	$375K	Hold	14,360	–	–	0.09%	187
2014 Q3	$362K	Hold	14,360	–	–	0.09%	191
2014 Q2	$348K	Hold	14,360	–	–	0.08%	199
2014 Q1	$327K	Hold	14,360	–	–	0.08%	201
2013 Q4	$317K	Hold	14,360	–	–	0.08%	206
2013 Q3	$283K	Hold	14,360	–	–	0.07%	209
2013 Q2	$264K	Buy	+14,360	New	+$267K	0.07%	204

Other funds holding IYW

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Bragg Financial Advisors reduced its iShares US Technology ETF (IYW) stake by 0.55% in Q2 2026, selling an estimated $14.7K and leaving 11,615 shares worth $2.93M. The position accounts for 0.08% of the portfolio, ranked #179.

Bragg Financial Advisors first reported a position in IYW in Q2 2013 and has held it in 53 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Bragg Financial Advisors held 11,615 shares of iShares US Technology ETF worth $2.93M as of Q2 2026.
Bragg Financial Advisors sold 64 iShares US Technology ETF shares in Q2 2026, an estimated $14.7K.
iShares US Technology ETF made up 0.08% of Bragg Financial Advisors's portfolio in Q2 2026, its #179 holding.
Bragg Financial Advisors first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 53 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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