Resurgent Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
13,709
-1,620
| -11% | -$178K | 0.83% | 26 |
|
|
2025
Q1 | $1.42M | Buy |
15,329
+312
| +2% | +$29K | 0.85% | 29 |
|
|
2024
Q4 | $1.52M | Sell |
15,017
-1,476
| -9% | -$150K | 0.9% | 26 |
|
|
2024
Q3 | $1.58M | Sell |
16,493
-1,336
| -7% | -$128K | 0.92% | 25 |
|
|
2024
Q2 | $1.65M | Buy |
17,829
+10,759
| +152% | +$996K | 1.03% | 23 |
|
|
2024
Q1 | $597K | Sell |
7,070
-3,286
| -32% | -$277K | 0.32% | 90 |
|
|
2023
Q4 | $778K | Buy |
10,356
+7,069
| +215% | +$531K | 0.48% | 51 |
|
|
2023
Q3 | $225K | Buy |
3,287
+1,945
| +145% | +$133K | 0.15% | 134 |
|
|
2023
Q2 | $94.6K | Hold |
1,342
| – | – | 0.06% | 240 |
|
|
2023
Q1 | $85.7K | Sell |
1,342
-22,661
| -94% | -$1.45M | 0.06% | 249 |
|
|
2022
Q4 | $1.4M | Buy |
24,003
+331
| +1% | +$19.4K | 0.74% | 31 |
|
|
2022
Q3 | $1.37M | Buy |
23,672
+1,928
| +9% | +$112K | 0.92% | 25 |
|
|
2022
Q2 | $1.31M | Buy |
+21,744
| New | +$1.31M | 0.84% | 31 |
|