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iShares S&P 1500 Index Fund shares owned by Resurgent Financial Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Resurgent Financial Advisors from 13F filings

Historical chart of Resurgent Financial Advisors investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund 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 1500 Index Fund by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $533k 4.5k 118.78
2024-03-31 $518k 4.5k 115.30
2023-12-31 $469k 4.5k 105.23
2023-09-30 $512k 5.4k 94.19
2023-06-30 $554k 5.7k 97.84
2023-03-31 $412k 4.5k 90.55
2022-12-31 $593k 7.0k 84.80
2022-09-30 $594k 7.5k 79.57
2022-06-30 $608k 7.3k 83.74
2022-03-31 $613k 6.1k 100.99
2021-12-31 $620k 5.8k 106.90