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
Download as csv Download as ExcelQuarterly 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 |
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