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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

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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
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 Index Fds Total Stk Mkt (VTI)
Vanguard S&p S&p 500 Etf Shs (VOO)
Dimensional Us Us Equity Etf (DFUS)
Dimensional Us Us Core Equity 2 (DFAC)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Small Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard High High Div Yld (VYM)
Vanguard Total Total Bnd Mrkt (BND)
Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Ishares Gold Ishares (IAU)

View all positions for Zhang Financial

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index