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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Resurgent Financial Advisors's IUSG Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2024, closing a stake of 1,175 shares — an estimated $122K sold.

Resurgent Financial Advisors first reported a position in IUSG in Q4 2022 and held it in 5 quarters. The position peaked at $163K in Q4 2022. 641 funds tracked by Wall St. Rank hold IUSG as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,175 iShares Core S&P US Growth ETF shares in Q1 2024, an estimated $122K.
  • Resurgent Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's iShares Core S&P US Growth ETF position peaked at $163K in Q4 2022.
  • 641 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.