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iShares S&P MidCap 400 Value Index shares owned by Zhang Financial

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Zhang Financial from 13F filings

Historical chart of Zhang Financial investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Zhang Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Zhang Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $350k 2.7k 129.70
2025-06-30 $333k 2.7k 123.57
2025-03-31 $322k 2.7k 119.72
2024-12-31 $336k 2.7k 124.97
2024-09-30 $332k 2.7k 123.62
2024-06-30 $305k 2.7k 113.47
2024-03-31 $317k 2.7k 118.31
2023-12-31 $257k 2.3k 114.04
2023-09-30 $227k 2.3k 100.93
2023-06-30 $241k 2.3k 107.13
2023-03-31 $232k 2.3k 102.77
2022-12-31 $281k 2.8k 100.72
2022-09-30 $251k 2.8k 89.96
2022-06-30 $263k 2.8k 94.27
2022-03-31 $306k 2.8k 109.68
2021-12-31 $309k 2.8k 110.75
2021-09-30 $287k 2.8k 102.87
2021-06-30 $294k 2.8k 105.38
2021-03-31 $284k 2.8k 101.79
2020-12-31 $241k 2.8k 86.38
2019-09-30 $219k 1.4k 159.85
2019-06-30 $218k 1.4k 159.12
2019-03-31 $251k 1.6k 156.78
2018-12-31 $263k 1.9k 138.35
2018-09-30 $266k 1.6k 166.15
2018-06-30 $307k 1.9k 161.83
2018-03-31 $286k 1.9k 150.76
2017-12-31 $309k 1.9k 162.89
2017-09-30 $291k 1.9k 153.40
2017-06-30 $281k 1.9k 148.13
2017-03-31 $309k 1.9k 162.89
2016-12-31 $277k 1.9k 146.02
2016-09-30 $252k 1.9k 132.84
2016-06-30 $243k 1.9k 128.10
2016-03-31 $235k 1.9k 123.88
2015-12-31 $222k 1.9k 117.03
2015-09-30 $219k 1.9k 115.45
2015-06-30 $245k 1.9k 129.15
2015-03-31 $248k 1.9k 130.73
2014-12-31 $242k 1.9k 127.57
2014-09-30 $228k 1.9k 120.19
2014-06-30 $241k 1.9k 127.04

More positions owned by Zhang Financial

Vanguard S&p S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intermediate Intermed Term (BIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Small Sm Cp Val Etf (VBR)
Vanguard Total Total Bnd Mrkt (BND)
Vanguard High High Div Yld (VYM)
Stryker Corporation (SYK)
Bny Mellon Us Lrg Cp Core (BKLC)

View all positions for Zhang Financial

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index