iShares Russell 1000 Index shares owned by Zhang Financial
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $535k | 1.9k | 288.03 |
| 2023-12-31 | $487k | 1.9k | 262.26 |
| 2023-09-30 | $385k | 1.6k | 237.06 |
| 2023-06-30 | $395k | 1.6k | 243.78 |
| 2022-09-30 | $1.1M | 5.4k | 197.30 |
| 2022-06-30 | $1.1M | 5.4k | 207.84 |
| 2022-03-31 | $1.6M | 6.3k | 250.04 |
| 2021-12-31 | $1.7M | 6.3k | 264.50 |
| 2021-09-30 | $1.5M | 6.3k | 241.62 |
| 2021-06-30 | $1.5M | 6.3k | 242.10 |
| 2021-03-31 | $1.5M | 6.7k | 224.98 |
| 2020-12-31 | $1.2M | 5.8k | 211.89 |
| 2020-09-30 | $1.2M | 6.3k | 187.20 |
| 2020-06-30 | $994k | 5.8k | 171.76 |
| 2020-03-31 | $819k | 5.8k | 141.52 |
| 2019-12-31 | $1.0M | 5.8k | 178.50 |
| 2019-09-30 | $952k | 5.8k | 164.51 |
| 2019-06-30 | $942k | 5.8k | 162.78 |
| 2019-03-31 | $1.1M | 6.7k | 157.33 |
| 2018-12-31 | $218k | 1.6k | 138.77 |