iShares Russell 2000 Index shares owned by Resurgent Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Resurgent Financial Advisors
from 13F filings
Historical chart of Resurgent Financial Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Resurgent Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 4.3k | 241.95 |
| 2025-06-30 | $1.3M | 6.2k | 215.79 |
| 2025-03-31 | $282k | 1.4k | 199.43 |
| 2023-12-31 | $96k | 480 | 200.71 |
| 2023-09-30 | $85k | 480 | 176.74 |
| 2023-06-30 | $91k | 483 | 187.27 |
| 2023-03-31 | $122k | 683 | 178.40 |
| 2022-12-31 | $131k | 751 | 174.36 |
| 2022-09-30 | $181k | 3.0k | 60.33 |
| 2022-06-30 | $2.7M | 30k | 90.37 |
| 2022-03-31 | $3.0M | 15k | 205.23 |
| 2021-12-31 | $14M | 61k | 222.44 |
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