Resurgent Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Buy	13,630 +167	+1%	+$22.1K	0.52%	40
2026 Q1	$1.52M	Sell	13,463 -84	-0.6%	-$10.1K	0.55%	41
2025 Q4	$1.67M	Buy	13,547 +333	+3%	+$40.8K	0.84%	27
2025 Q3	$1.6M	Sell	13,214 -495	-4%	-$56.9K	0.78%	30
2025 Q2	$1.51M	Sell	13,709 -1,620	-11%	-$160K	0.83%	26
2025 Q1	$1.42M	Buy	15,329 +312	+2%	+$31.5K	0.85%	29
2024 Q4	$1.52M	Sell	15,017 -1,476	-9%	-$147K	0.9%	26
2024 Q3	$1.58M	Sell	16,493 -1,336	-7%	-$123K	0.92%	25
2024 Q2	$1.65M	Buy	17,829 +10,759	+152%	+$928K	1.03%	23
2024 Q1	$597K	Sell	7,070 -3,286	-32%	-$264K	0.32%	90
2023 Q4	$778K	Buy	10,356 +7,069	+215%	+$503K	0.48%	51
2023 Q3	$225K	Buy	3,287 +1,945	+145%	+$138K	0.15%	135
2023 Q2	$94.6K	Hold	1,342	–	–	0.06%	242
2023 Q1	$85.7K	Sell	1,342 -22,661	-94%	-$1.39M	0.06%	251
2022 Q4	$1.4M	Buy	24,003 +331	+1%	+$19.9K	0.74%	32
2022 Q3	$1.37M	Buy	23,672 +1,928	+9%	+$125K	0.92%	26
2022 Q2	$1.31M	Buy	+21,744	New	+$1.44M	0.84%	33

Other funds holding IVW

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Resurgent Financial Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q2 2026, buying an estimated $22.1K and bringing the position to 13,630 shares worth $1.87M. The position accounts for 0.52% of the portfolio, ranked #40.

Resurgent Financial Advisors first reported a position in IVW in Q2 2022 and has held it in 17 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Resurgent Financial Advisors held 13,630 shares of iShares S&P 500 Growth ETF worth $1.87M as of Q2 2026.
Resurgent Financial Advisors bought 167 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $22.1K.
iShares S&P 500 Growth ETF made up 0.52% of Resurgent Financial Advisors's portfolio in Q2 2026, its #40 holding.
Resurgent Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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