Resurgent Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Resurgent Financial Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$221K	Buy	+1,175	New	+$212K	0.06%	278
2024 Q1	–	Sell	-1,175	Closed	-$122K	–	342
2023 Q4	$122K	Hold	1,175	–	–	0.08%	226
2023 Q3	$111K	Hold	1,175	–	–	0.08%	216
2023 Q2	$115K	Sell	1,175 -604	-34%	-$55.4K	0.08%	220
2023 Q1	$158K	Sell	1,779 -222	-11%	-$18.9K	0.11%	175
2022 Q4	$163K	Buy	+2,001	New	+$167K	0.09%	228

Other funds holding IUSG

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

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

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

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Resurgent Financial Advisors's IUSG Position: Q2 2026 in Review

Resurgent Financial Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,175 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #278 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in IUSG as recently as Q4 2023.

Resurgent Financial Advisors first reported a position in IUSG in Q4 2022 and has held it in 6 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Resurgent Financial Advisors held 1,175 shares of iShares Core S&P US Growth ETF worth $221K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Resurgent Financial Advisors position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.06% of Resurgent Financial Advisors's portfolio in Q2 2026, its #278 holding.
Resurgent Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 6 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.