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

View all positions for Zhang Financial

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index