ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Resurgent Financial Advisors LLC's Holding History (CIK: 0001912339)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,547 Value ($000) $1,670 Avg Close Range
Q3 2025
Shares 13,214 Value ($000) $1,595 Avg Close Range
Q2 2025
Shares 13,709 Value ($000) $1,509 Avg Close Range
Q1 2025
Shares 15,329 Value ($000) $1,423 Avg Close Range
Q4 2024
Shares 15,017 Value ($000) $1,525 Avg Close Range
Q3 2024
Shares 16,493 Value ($000) $1,579 Avg Close Range
Q2 2024
Shares 17,829 Value ($000) $1,650 Avg Close Range
Q1 2024
Shares 7,070 Value ($000) $597 Avg Close Range
Q4 2023
Shares 10,356 Value ($000) $778 Avg Close Range
Q3 2023
Shares 3,287 Value ($000) $225 Avg Close Range
Q2 2023
Shares 1,342 Value ($000) $95 Avg Close Range
Q1 2023
Shares 1,342 Value ($000) $86 Avg Close Range
Q4 2022
Shares 24,003 Value ($000) $1,404 Avg Close Range
Q3 2022
Shares 23,672 Value ($000) $1,370 Avg Close Range
Q2 2022
Shares 21,744 Value ($000) $1,312 Avg Close Range