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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by Resurgent Financial Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Val Etf (IWD)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Chevron Corporation (CVX)
ConocoPhillips (COP)

View all positions for Resurgent Financial Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index