Resurgent Financial Advisors »

iShares Russell 1000 Value Index shares owned by Resurgent Financial Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Resurgent Financial Advisors from 13F filings

Historical chart of Resurgent Financial Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 17k 165.25
2023-09-30 $3.0M 20k 151.82
2023-06-30 $3.1M 20k 157.83
2023-03-31 $2.8M 19k 152.26
2022-12-31 $3.1M 20k 151.65
2022-09-30 $1.8M 14k 135.98
2022-06-30 $1.5M 10k 144.92
2022-03-31 $313k 1.9k 166.05