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iShares Russell 2000 Value Index shares owned by Zhang Financial

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Zhang Financial from 13F filings

Historical chart of Zhang Financial investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 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 2000 Value Index by Zhang Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 102k 176.81
2025-06-30 $17M 105k 157.76
2025-03-31 $16M 103k 150.98
2024-12-31 $17M 103k 164.17
2024-09-30 $18M 105k 166.82
2024-06-30 $16M 107k 152.30
2024-03-31 $18M 110k 158.81
2023-12-31 $18M 113k 155.33
2023-09-30 $16M 117k 135.52
2023-06-30 $17M 122k 140.87
2023-03-31 $18M 128k 137.02
2022-12-31 $18M 131k 138.67
2022-09-30 $17M 135k 128.93
2022-06-30 $19M 136k 136.15
2022-03-31 $22M 137k 161.40
2021-12-31 $23M 138k 166.05
2021-09-30 $23M 142k 160.23
2021-06-30 $24M 145k 165.77
2021-03-31 $24M 151k 159.39
2020-12-31 $22M 165k 132.05
2020-09-30 $18M 179k 99.61
2020-06-30 $18M 183k 97.50
2020-03-31 $15M 185k 82.23
2019-12-31 $23M 180k 128.59
2019-09-30 $22M 183k 119.41
2019-06-30 $22M 186k 120.50
2019-03-31 $23M 193k 119.90
2018-12-31 $21M 194k 107.54
2018-09-30 $25M 193k 131.39
2018-06-30 $26M 198k 132.70
2018-03-31 $24M 203k 119.40
2017-12-31 $27M 208k 127.61
2017-09-30 $27M 213k 124.90
2017-06-30 $25M 216k 117.67
2017-03-31 $27M 208k 127.50
2016-12-31 $26M 219k 117.53
2016-09-30 $24M 227k 104.75
2016-06-30 $24M 244k 97.29
2016-03-31 $23M 246k 93.18
2015-12-31 $23M 245k 91.94
2015-09-30 $23M 250k 90.10
2015-06-30 $25M 247k 101.89
2015-03-31 $26M 250k 103.21
2014-12-31 $26M 252k 101.68
2014-09-30 $23M 244k 93.56
2014-06-30 $25M 243k 103.26
2014-03-31 $24M 241k 100.84
2013-12-31 $24M 241k 99.50
2013-09-30 $22M 241k 91.64
2013-06-30 $21M 240k 85.90
2013-03-31 $20M 240k 83.81
2012-12-31 $18M 242k 75.51
2012-09-30 $17M 227k 73.94
2012-06-30 $16M 224k 70.39
2012-03-31 $16M 221k 72.97

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 2000 Value Index

Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index