Resurgent Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$242K	Sell	592 -31	-5%	-$12.3K	0.07%	264
2026 Q1	$222K	Buy	623 +11	+2%	+$4.1K	0.08%	233
2025 Q4	$229K	Hold	612	–	–	0.11%	196
2025 Q3	$224K	Hold	612	–	–	0.11%	196
2025 Q2	$208K	Buy	+612	New	+$192K	0.11%	181
2024 Q4	–	Sell	-2,549	Closed	-$801K	–	182
2024 Q3	$801K	Sell	2,549 -68	-3%	-$20.6K	0.47%	62
2024 Q2	$779K	Hold	2,617	–	–	0.48%	60
2024 Q1	$754K	Buy	2,617 +822	+46%	+$225K	0.4%	74
2023 Q4	$471K	Buy	+1,795	New	+$439K	0.29%	90
2023 Q1	–	Sell	-177	Closed	-$37.3K	–	562
2022 Q4	$37.3K	Buy	+177	New	+$37.5K	0.02%	485

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Resurgent Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 5% in Q2 2026, selling an estimated $12.3K and leaving 592 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #264.

Resurgent Financial Advisors first reported a position in IWB in Q4 2022 and has held it in 10 quarters since. The position peaked at $801K in Q3 2024. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Resurgent Financial Advisors held 592 shares of iShares Russell 1000 ETF worth $242K as of Q2 2026.
Resurgent Financial Advisors sold 31 iShares Russell 1000 ETF shares in Q2 2026, an estimated $12.3K.
iShares Russell 1000 ETF made up 0.07% of Resurgent Financial Advisors's portfolio in Q2 2026, its #264 holding.
Resurgent Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 10 quarters since.
Resurgent Financial Advisors's iShares Russell 1000 ETF position peaked at $801K in Q3 2024.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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