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iShares S&P 500 Index shares owned by Resurgent Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Resurgent Financial Advisors from 13F filings

Historical chart of Resurgent Financial Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 11k 525.74
2023-12-31 $3.8M 8.1k 477.65
2023-09-30 $4.0M 9.4k 429.41
2023-06-30 $3.7M 8.2k 445.69
2023-03-31 $3.9M 9.6k 411.08
2022-12-31 $3.8M 10k 384.21
2022-09-30 $2.8M 7.8k 358.68
2022-06-30 $3.1M 8.1k 379.10
2022-03-31 $2.8M 6.3k 453.64
2021-12-31 $2.4M 5.1k 477.04