Resurgent Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.5M	Sell	7,092 -1,045	-13%	-$226K	0.54%	43
2025 Q4	$1.73M	Buy	8,137 +2,281	+39%	+$478K	0.87%	25
2025 Q3	$1.21M	Buy	5,856 +111	+2%	+$22.3K	0.59%	41
2025 Q2	$1.12M	Buy	5,745 +341	+6%	+$63.5K	0.62%	44
2025 Q1	$1.03M	Buy	5,404 +1,509	+39%	+$292K	0.62%	42
2024 Q4	$743K	Sell	3,895 -913	-19%	-$181K	0.44%	63
2024 Q3	$948K	Buy	4,808 +128	+3%	+$24.3K	0.55%	47
2024 Q2	$852K	Buy	4,680 +132	+3%	+$24K	0.53%	50
2024 Q1	$850K	Buy	4,548 +2,775	+157%	+$493K	0.45%	61
2023 Q4	$308K	Buy	+1,773	New	+$285K	0.19%	131
2023 Q1	–	Sell	-10,914	Closed	-$1.58M	–	560
2022 Q4	$1.58M	Sell	10,914 -32	-0.3%	-$4.57K	0.83%	25
2022 Q3	$1.41M	Buy	10,946 +90	+0.8%	+$12.8K	0.94%	24
2022 Q2	$1.49M	Buy	+10,856	New	+$1.6M	0.96%	22

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Resurgent Financial Advisors's IVE Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 13% in Q1 2026, selling an estimated $226K and leaving 7,092 shares worth $1.5M. The position accounts for 0.54% of the portfolio, ranked #43.

Resurgent Financial Advisors first reported a position in IVE in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.73M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Resurgent Financial Advisors held 7,092 shares of iShares S&P 500 Value ETF worth $1.5M as of Q1 2026.
Resurgent Financial Advisors sold 1,045 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $226K.
iShares S&P 500 Value ETF made up 0.54% of Resurgent Financial Advisors's portfolio in Q1 2026, its #43 holding.
Resurgent Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2022 and has held it in 13 quarters since.
Resurgent Financial Advisors's iShares S&P 500 Value ETF position peaked at $1.73M in Q4 2025.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

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