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iShares Russell 1000 Value Index shares owned by Zhang Financial

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Zhang Financial from 13F filings

Historical chart of Zhang Financial investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 1000 Value Index by Zhang Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $831k 4.1k 203.60
2025-06-30 $539k 2.8k 194.26
2025-03-31 $529k 2.8k 188.19
2024-12-31 $368k 2.0k 185.12
2024-09-30 $391k 2.1k 189.79
2024-06-30 $358k 2.1k 174.46
2024-03-31 $383k 2.1k 179.03
2023-12-31 $353k 2.1k 165.19
2023-09-30 $324k 2.1k 151.84
2023-06-30 $338k 2.1k 158.48

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

View all positions for Zhang Financial

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index