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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
2025-09-30 $1.6M 14k 110.59
2025-06-30 $1.4M 14k 99.49
2025-03-31 $1.4M 14k 97.48
2024-12-31 $1.6M 14k 108.61
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 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 SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

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