iShares S&P SmallCap 600 Index shares owned by Zhang Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 16k | 110.52 |
| 2023-12-31 | $1.7M | 16k | 108.25 |
| 2023-09-30 | $1.5M | 16k | 94.14 |
| 2023-06-30 | $1.6M | 16k | 100.09 |
| 2023-03-31 | $1.5M | 16k | 96.70 |
| 2022-12-31 | $1.4M | 15k | 94.64 |
| 2022-09-30 | $1.3M | 15k | 87.14 |
| 2022-06-30 | $1.4M | 15k | 92.41 |
| 2022-03-31 | $1.6M | 15k | 107.85 |
| 2021-12-31 | $1.6M | 14k | 114.47 |
| 2021-09-30 | $1.6M | 14k | 109.23 |
| 2021-06-30 | $853k | 7.5k | 113.00 |
| 2021-03-31 | $869k | 8.0k | 108.56 |
| 2020-12-31 | $744k | 8.1k | 91.89 |
| 2020-09-30 | $542k | 7.7k | 70.25 |
| 2020-06-30 | $499k | 7.3k | 68.23 |
| 2020-03-31 | $455k | 8.1k | 56.10 |
| 2019-12-31 | $686k | 8.2k | 83.88 |
| 2019-09-30 | $637k | 8.2k | 77.89 |
| 2019-06-30 | $640k | 8.2k | 78.26 |
| 2019-03-31 | $401k | 5.2k | 77.15 |
| 2018-12-31 | $360k | 5.2k | 69.26 |
| 2018-09-30 | $447k | 5.2k | 85.99 |
| 2018-06-30 | $438k | 5.2k | 84.26 |
| 2018-03-31 | $385k | 5.1k | 75.34 |
| 2017-12-31 | $398k | 5.1k | 77.89 |
| 2017-09-30 | $382k | 5.1k | 74.76 |
| 2017-06-30 | $356k | 5.1k | 69.67 |
| 2017-03-31 | $398k | 5.1k | 77.89 |
| 2016-12-31 | $334k | 4.9k | 67.89 |
| 2016-09-30 | $353k | 2.8k | 124.08 |
| 2016-06-30 | $286k | 2.5k | 116.26 |
| 2016-03-31 | $308k | 2.7k | 112.70 |
| 2015-12-31 | $301k | 2.7k | 110.14 |
| 2015-09-30 | $291k | 2.7k | 106.48 |
| 2015-06-30 | $322k | 2.7k | 117.82 |
| 2015-03-31 | $323k | 2.7k | 118.19 |
| 2014-12-31 | $312k | 2.7k | 114.16 |
| 2014-09-30 | $285k | 2.7k | 104.28 |
| 2014-06-30 | $306k | 2.7k | 111.96 |
| 2014-03-31 | $301k | 2.7k | 110.14 |
| 2013-12-31 | $298k | 2.7k | 109.04 |
| 2013-09-30 | $305k | 3.1k | 99.90 |
| 2013-06-30 | $276k | 3.1k | 90.40 |
| 2013-03-31 | $266k | 3.1k | 87.13 |
| 2012-12-31 | $238k | 3.1k | 77.96 |
| 2012-09-30 | $235k | 3.1k | 76.97 |
| 2012-06-30 | $224k | 3.1k | 73.37 |
| 2012-03-31 | $233k | 3.1k | 76.32 |
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