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iShares Russell 3000 Value Index shares owned by Zhang Financial

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Zhang Financial from 13F filings

Historical chart of Zhang Financial investment in iShares Russell 3000 Value Index

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All positions including iShares Russell 3000 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 Russell 3000 Value Index by Zhang Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $423k 4.1k 102.53
2023-12-31 $368k 4.4k 84.32
2017-06-30 $203k 4.0k 50.97
2015-06-30 $255k 1.9k 134.85
2015-03-31 $255k 1.9k 134.85
2014-12-31 $258k 1.9k 136.58
2014-09-30 $246k 1.9k 130.43
2014-06-30 $249k 1.9k 132.31

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 Intermediate Intermed Term (BIV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Total Total Bnd Mrkt (BND)
Vanguard Small Sm Cp Val Etf (VBR)
Ishares Core Core Us Aggbd Et (AGG)
Vanguard High High Div Yld (VYM)
Bny Mellon Us Lrg Cp Core (BKLC)

View all positions for Zhang Financial

Top funds holding iShares Russell 3000 Value Index

LPL Financial
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Signature
Ronald Blue Trust
Kestra Investment Management
Aspiriant
Valpey Financial Services
Merit Financial Group
Jpmorgan Chase & Co
Raymond James Financial
UBS Group
Royal Bank of Canada
Venturi Wealth Management
Pnc Financial Services

View all funds holding iShares Russell 3000 Value Index