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

View all positions for Zhang Financial

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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