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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 Russell 2000 Index by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
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