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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-400	Closed	-$24.4K	–	521
2023 Q1	$24.4K	Sell	400 -6,004	-94%	-$346K	0.02%	450
2022 Q4	$343K	Sell	6,404 -124	-2%	-$6.82K	0.18%	131
2022 Q3	$343K	Buy	6,528 +760	+13%	+$44.7K	0.23%	119
2022 Q2	$315K	Buy	+5,768	New	+$346K	0.2%	130

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Resurgent Financial Advisors's IWF Position: Q2 2023 in Review

Resurgent Financial Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2023, closing a stake of 400 shares — an estimated $24.4K sold.

Resurgent Financial Advisors first reported a position in IWF in Q2 2022 and held it in 4 quarters. The position peaked at $343K in Q3 2022. 1,770 funds tracked by Wall St. Rank hold IWF as of Q2 2023.

Resurgent Financial Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2023 after selling out during the quarter.
Resurgent Financial Advisors sold 400 iShares Russell 1000 Growth ETF shares in Q2 2023, an estimated $24.4K.
Resurgent Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and held it in 4 quarters.
Resurgent Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $343K in Q3 2022.
1,770 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2023.

Based on Resurgent Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.