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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
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)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Specialized Funds Div App Etf (VIG)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Eaton Corp SHS (ETN)
ConocoPhillips (COP)
Johnson & Johnson (JNJ)

View all positions for Resurgent Financial Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index