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
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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 |
|---|---|---|---|
| 2025-09-30 | $654k | 4.5k | 145.65 |
| 2025-06-30 | $606k | 4.5k | 135.04 |
| 2025-03-31 | $548k | 4.5k | 122.01 |
| 2024-12-31 | $578k | 4.5k | 128.62 |
| 2024-09-30 | $564k | 4.5k | 125.62 |
| 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 |
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