iShares S&P 500 Value Index shares owned by Resurgent Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Resurgent Financial Advisors
from 13F filings
Historical chart of Resurgent Financial Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value 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 Value Index by Resurgent Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.9k | 206.51 |
| 2025-06-30 | $1.1M | 5.7k | 195.42 |
| 2025-03-31 | $1.0M | 5.4k | 190.58 |
| 2024-12-31 | $744k | 3.9k | 190.88 |
| 2024-09-30 | $948k | 4.8k | 197.17 |
| 2024-06-30 | $852k | 4.7k | 182.01 |
| 2024-03-31 | $850k | 4.5k | 186.81 |
| 2023-12-31 | $308k | 1.8k | 173.89 |
| 2022-12-31 | $1.6M | 11k | 145.07 |
| 2022-09-30 | $1.4M | 11k | 128.54 |
| 2022-06-30 | $1.5M | 11k | 137.44 |
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