Resurgent Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
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.