iShares S&P 500 Growth Index shares owned by Zhang Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $387k | 4.0k | 95.75 |
| 2024-06-30 | $374k | 4.0k | 92.54 |
| 2024-03-31 | $341k | 4.0k | 84.44 |
| 2023-12-31 | $305k | 4.1k | 75.10 |
| 2023-09-30 | $278k | 4.1k | 68.42 |
| 2023-06-30 | $286k | 4.1k | 70.48 |
| 2023-03-31 | $259k | 4.1k | 63.89 |
| 2022-12-31 | $247k | 4.2k | 58.50 |
| 2022-09-30 | $244k | 4.2k | 57.79 |
| 2022-06-30 | $255k | 4.2k | 60.40 |
| 2022-03-31 | $321k | 4.2k | 76.39 |
| 2021-12-31 | $352k | 4.2k | 83.77 |
| 2021-09-30 | $311k | 4.2k | 74.01 |
| 2021-06-30 | $306k | 4.2k | 72.82 |
| 2021-03-31 | $257k | 3.9k | 65.16 |
| 2020-12-31 | $252k | 3.9k | 63.89 |
| 2020-09-30 | $228k | 986 | 231.24 |
| 2020-03-31 | $203k | 1.2k | 165.04 |
| 2019-12-31 | $238k | 1.2k | 193.50 |
| 2019-09-30 | $248k | 1.4k | 179.71 |
| 2019-06-30 | $262k | 1.5k | 179.21 |
| 2019-03-31 | $321k | 1.9k | 172.40 |
| 2018-12-31 | $286k | 1.9k | 150.92 |
| 2018-09-30 | $266k | 1.5k | 177.93 |
| 2018-06-30 | $245k | 1.5k | 163.88 |
| 2017-09-30 | $236k | 1.6k | 145.41 |
| 2017-06-30 | $223k | 1.6k | 137.40 |