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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
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)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Specialized Funds Div App Etf (VIG)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Eaton Corp SHS (ETN)
ConocoPhillips (COP)
Johnson & Johnson (JNJ)

View all positions for Resurgent Financial Advisors

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
ZB
Victory Capital Management
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index