ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 8,137 Value ($000) $1,726 Avg Close — Range —
Q3 2025
Shares 5,856 Value ($000) $1,209 Avg Close — Range —
Q2 2025
Shares 5,745 Value ($000) $1,123 Avg Close — Range —
Q1 2025
Shares 5,404 Value ($000) $1,030 Avg Close — Range —
Q4 2024
Shares 3,895 Value ($000) $743 Avg Close — Range —
Q3 2024
Shares 4,808 Value ($000) $948 Avg Close — Range —
Q2 2024
Shares 4,680 Value ($000) $852 Avg Close — Range —
Q1 2024
Shares 4,548 Value ($000) $850 Avg Close — Range —
Q4 2023
Shares 1,773 Value ($000) $308 Avg Close — Range —
Q4 2022
Shares 10,914 Value ($000) $1,583 Avg Close — Range —
Q3 2022
Shares 10,946 Value ($000) $1,407 Avg Close — Range —
Q2 2022
Shares 10,856 Value ($000) $1,492 Avg Close — Range —