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iShares Russell Midcap Value Index shares owned by Resurgent Financial Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap 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 Russell Midcap Value Index by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $218k 1.8k 120.74
2023-12-31 $82k 703 116.29
2023-09-30 $42k 402 104.34
2023-06-30 $23k 206 109.84
2023-03-31 $22k 206 106.20
2022-12-31 $112k 1.1k 105.34

More positions owned by Resurgent Financial Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Val Etf (IWD)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Chevron Corporation (CVX)
ConocoPhillips (COP)

View all positions for Resurgent Financial Advisors

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Tiaa Trust, National Association
Us Bancorp
Wells Fargo & Company
Envestnet Portfolio Solutions
Bank of America Corporation
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
Pnc Financial Services
ZB
Victory Capital Management
LPL Financial

View all funds holding iShares Russell Midcap Value Index