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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-22,000
Closed -$16.6K 190
2024
Q2
$16.6K Buy
+22,000
New +$1.9M 0.01% 175

Other funds holding IVW

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.