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iShares S&P MidCap 400 Index shares owned by Resurgent Financial Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Resurgent Financial Advisors from 13F filings

Historical chart of Resurgent Financial Advisors investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 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 MidCap 400 Index by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $267k 964 277.02
2023-09-30 $315k 1.3k 249.44
2023-06-30 $247k 944 261.61
2023-03-31 $229k 917 250.19
2022-12-31 $434k 1.8k 241.84
2022-09-30 $409k 1.9k 219.42
2022-06-30 $416k 1.8k 226.33
2022-03-31 $370k 1.4k 267.73
2021-12-31 $324k 1.1k 283.22