iShares S&P 500 Index shares owned by Zhang Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 21k | 525.74 |
| 2023-12-31 | $9.5M | 20k | 477.63 |
| 2023-09-30 | $8.2M | 19k | 430.68 |
| 2023-06-30 | $8.2M | 18k | 445.59 |
| 2023-03-31 | $7.5M | 18k | 411.08 |
| 2022-12-31 | $5.9M | 15k | 384.24 |
| 2022-09-30 | $3.6M | 10k | 358.66 |
| 2022-06-30 | $2.6M | 6.8k | 379.11 |
| 2022-03-31 | $3.0M | 6.6k | 453.57 |
| 2021-12-31 | $2.8M | 5.9k | 477.07 |
| 2021-09-30 | $2.6M | 5.9k | 430.74 |
| 2021-06-30 | $2.5M | 5.9k | 429.90 |
| 2021-03-31 | $2.4M | 5.9k | 397.84 |
| 2020-12-31 | $2.2M | 5.9k | 375.40 |
| 2020-09-30 | $2.0M | 5.9k | 336.00 |
| 2020-06-30 | $1.8M | 5.9k | 309.67 |
| 2020-03-31 | $1.6M | 6.0k | 258.48 |
| 2019-12-31 | $2.1M | 6.4k | 323.21 |
| 2019-09-30 | $1.8M | 6.2k | 298.46 |
| 2019-06-30 | $1.8M | 6.2k | 294.74 |
| 2019-03-31 | $835k | 2.9k | 284.69 |
| 2018-12-31 | $727k | 2.9k | 251.64 |
| 2018-09-30 | $849k | 2.9k | 293.87 |
| 2018-06-30 | $791k | 2.9k | 273.80 |
| 2018-03-31 | $749k | 2.9k | 259.26 |
| 2017-12-31 | $700k | 2.5k | 275.81 |
| 2017-09-30 | $649k | 2.5k | 255.71 |
| 2017-06-30 | $619k | 2.5k | 243.89 |
| 2017-03-31 | $700k | 2.5k | 275.81 |
| 2016-12-31 | $590k | 2.6k | 228.15 |
| 2016-09-30 | $687k | 3.2k | 217.68 |
| 2016-06-30 | $656k | 3.1k | 210.59 |
| 2016-03-31 | $644k | 3.1k | 206.74 |
| 2015-12-31 | $638k | 3.1k | 204.82 |
| 2015-09-30 | $600k | 3.1k | 192.62 |
| 2015-06-30 | $677k | 3.3k | 207.10 |
| 2015-03-31 | $679k | 3.3k | 207.71 |
| 2014-12-31 | $676k | 3.3k | 206.79 |
| 2014-09-30 | $648k | 3.3k | 198.23 |
| 2014-06-30 | $644k | 3.3k | 197.00 |
| 2014-03-31 | $536k | 2.9k | 188.00 |
| 2013-12-31 | $529k | 2.9k | 185.55 |
| 2013-09-30 | $482k | 2.9k | 169.06 |
| 2013-06-30 | $459k | 2.9k | 161.00 |
| 2013-03-31 | $449k | 2.9k | 157.49 |
| 2012-12-31 | $408k | 2.9k | 143.11 |
| 2012-09-30 | $412k | 2.9k | 144.51 |
| 2012-06-30 | $369k | 2.7k | 136.82 |
| 2012-03-31 | $381k | 2.7k | 141.27 |