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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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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