iShares S&P 500 Index shares owned by Resurgent Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Resurgent Financial Advisors
from 13F filings
Historical chart of Resurgent Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index 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 500 Index by Resurgent Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $3.0M | 5.5k | 547.20 |
2024-03-31 | $5.7M | 11k | 525.74 |
2023-12-31 | $3.8M | 8.1k | 477.65 |
2023-09-30 | $4.0M | 9.4k | 429.41 |
2023-06-30 | $3.7M | 8.2k | 445.69 |
2023-03-31 | $3.9M | 9.6k | 411.08 |
2022-12-31 | $3.8M | 10k | 384.21 |
2022-09-30 | $2.8M | 7.8k | 358.68 |
2022-06-30 | $3.1M | 8.1k | 379.10 |
2022-03-31 | $2.8M | 6.3k | 453.64 |
2021-12-31 | $2.4M | 5.1k | 477.04 |
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