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 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 $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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Resurgent Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.62% in Q1 2026, selling an estimated $10.1K and leaving 13,463 shares worth $1.52M. The position accounts for 0.55% of the portfolio, ranked #41.

Resurgent Financial Advisors first reported a position in IVW in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.67M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Resurgent Financial Advisors held 13,463 shares of iShares S&P 500 Growth ETF worth $1.52M as of Q1 2026.
Resurgent Financial Advisors sold 84 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $10.1K.
iShares S&P 500 Growth ETF made up 0.55% of Resurgent Financial Advisors's portfolio in Q1 2026, its #41 holding.
Resurgent Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 16 quarters since.
Resurgent Financial Advisors's iShares S&P 500 Growth ETF position peaked at $1.67M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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