iShares S&P 1500 Index Fund shares owned by Zhang Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $80M | 689k | 115.30 |
| 2023-12-31 | $73M | 694k | 105.23 |
| 2023-09-30 | $65M | 685k | 94.38 |
| 2023-06-30 | $67M | 684k | 97.86 |
| 2023-03-31 | $62M | 685k | 90.55 |
| 2022-12-31 | $57M | 677k | 84.80 |
| 2022-09-30 | $52M | 656k | 79.54 |
| 2022-06-30 | $45M | 542k | 83.78 |
| 2022-03-31 | $36M | 353k | 100.94 |
| 2021-12-31 | $26M | 241k | 106.98 |
| 2021-09-30 | $22M | 218k | 98.38 |
| 2021-06-30 | $22M | 221k | 98.76 |
| 2021-03-31 | $21M | 224k | 92.11 |
| 2020-12-31 | $17M | 200k | 86.44 |
| 2020-09-30 | $15M | 201k | 75.97 |
| 2020-06-30 | $16M | 231k | 69.86 |
| 2020-03-31 | $14M | 247k | 58.13 |
| 2019-12-31 | $8.3M | 113k | 73.07 |
| 2019-09-30 | $8.0M | 119k | 67.15 |
| 2019-06-30 | $8.7M | 130k | 66.63 |
| 2019-03-31 | $8.5M | 132k | 64.40 |
| 2018-12-31 | $7.8M | 137k | 56.76 |
| 2018-09-30 | $6.9M | 103k | 66.73 |
| 2018-06-30 | $6.1M | 97k | 62.66 |
| 2018-03-31 | $5.3M | 88k | 59.57 |
| 2017-12-31 | $4.0M | 64k | 61.97 |
| 2017-09-30 | $2.8M | 49k | 58.03 |
| 2017-06-30 | $1.3M | 23k | 55.47 |
| 2017-03-31 | $2.2M | 35k | 62.65 |
| 2016-12-31 | $212k | 4.1k | 51.96 |