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iShares S&P SmallCap 600 Value Idx shares owned by Zhang Financial

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Zhang Financial from 13F filings

Historical chart of Zhang Financial investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 SmallCap 600 Value Idx by Zhang Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 12k 107.66
2024-06-30 $1.3M 13k 97.27
2024-03-31 $1.3M 13k 102.76
2023-12-31 $1.4M 13k 103.07
2023-09-30 $1.2M 13k 89.22
2023-06-30 $1.3M 13k 95.09
2023-03-31 $1.3M 14k 93.59
2022-12-31 $1.3M 14k 91.31
2022-09-30 $1.2M 14k 82.47
2022-06-30 $1.2M 13k 89.00
2022-03-31 $1.4M 14k 102.41
2021-12-31 $1.3M 13k 104.48
2021-09-30 $1.4M 13k 100.68
2021-06-30 $1.4M 14k 105.42
2021-03-31 $1.5M 15k 100.72
2020-12-31 $1.1M 14k 81.30
2020-09-30 $925k 7.6k 122.47
2020-06-30 $909k 7.6k 120.40
2020-03-31 $754k 7.5k 99.89
2019-12-31 $1.2M 7.5k 160.75
2019-09-30 $1.1M 7.5k 150.21
2019-06-30 $1.2M 8.0k 148.65
2019-03-31 $1.2M 8.2k 147.52
2018-12-31 $1.1M 8.2k 131.85
2018-09-30 $1.2M 7.3k 164.53
2018-06-30 $1.3M 8.0k 164.55
2018-03-31 $1.2M 8.0k 147.38
2017-12-31 $1.2M 8.0k 156.20
2017-09-30 $1.2M 8.3k 149.32
2017-06-30 $1.2M 8.3k 138.91
2017-03-31 $1.2M 8.0k 156.20
2016-12-31 $1.1M 8.0k 138.10
2016-09-30 $1.1M 8.7k 124.81
2016-06-30 $1.0M 8.9k 116.80
2016-03-31 $1.0M 8.9k 113.34
2015-12-31 $959k 8.9k 108.19
2015-09-30 $928k 8.9k 104.79
2015-06-30 $1.3M 11k 117.75
2015-03-31 $1.3M 11k 118.89
2014-12-31 $1.3M 11k 117.95
2014-09-30 $1.2M 11k 107.34
2014-06-30 $1.3M 11k 115.43
2014-03-31 $1.2M 11k 113.50
2013-12-31 $1.2M 11k 111.30
2013-09-30 $1.1M 11k 102.20
2013-06-30 $999k 11k 93.49
2013-03-31 $961k 11k 89.96
2012-12-31 $864k 11k 80.88
2012-09-30 $843k 11k 79.03
2012-06-30 $793k 11k 74.34
2012-03-31 $837k 11k 78.53

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)
Dimensional Us Us Core Equity 2 (DFAC)
Ishares Core Core S&p Ttl Stk (ITOT)
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)
Vanguard Total Total Bnd Mrkt (BND)
Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Ishares Gold Ishares (IAU)

View all positions for Zhang Financial

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
Prime Capital Investment Advisors
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
Stifel Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P SmallCap 600 Value Idx