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iShares Russell Midcap Value Index shares owned by Zhang Financial

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

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $457k 3.6k 125.33
2023-12-31 $424k 3.6k 116.29
2023-09-30 $447k 4.3k 104.34
2023-06-30 $497k 4.5k 109.84
2023-03-31 $480k 4.5k 106.20
2022-12-31 $477k 4.5k 105.44
2022-09-30 $373k 3.9k 96.01
2022-06-30 $395k 3.9k 101.67
2022-03-31 $501k 4.2k 119.60
2021-12-31 $510k 4.2k 122.45
2021-09-30 $482k 4.3k 113.17
2021-06-30 $510k 4.4k 115.05
2021-03-31 $485k 4.4k 109.41
2020-12-31 $606k 6.3k 96.96
2020-09-30 $471k 5.8k 80.84
2020-06-30 $446k 5.8k 76.55
2020-03-31 $373k 5.8k 64.02
2019-12-31 $607k 6.4k 94.78
2019-09-30 $574k 6.4k 89.63
2019-06-30 $598k 6.7k 89.17
2019-03-31 $582k 6.7k 86.79
2018-12-31 $512k 6.7k 76.35
2018-09-30 $604k 6.7k 90.07
2018-06-30 $593k 6.7k 88.43
2018-03-31 $567k 6.7k 84.55
2017-12-31 $606k 6.7k 90.37
2017-09-30 $603k 7.1k 85.50
2017-06-30 $587k 7.1k 83.23
2017-03-31 $606k 6.7k 90.37
2016-12-31 $587k 7.2k 81.22
2016-09-30 $578k 7.5k 76.79
2016-06-30 $559k 7.5k 74.27
2016-03-31 $534k 7.5k 70.94
2015-12-31 $517k 7.5k 68.69
2015-09-30 $505k 7.5k 67.09
2015-06-30 $555k 7.5k 73.73
2015-03-31 $609k 8.1k 75.21
2014-12-31 $597k 8.1k 73.73
2014-09-30 $567k 8.1k 70.03
2014-06-30 $686k 9.4k 72.62
2014-03-31 $660k 9.6k 68.77
2013-12-31 $646k 9.8k 65.70
2013-09-30 $599k 9.8k 60.92
2013-06-30 $569k 9.8k 57.87
2013-03-31 $560k 9.8k 56.96
2012-12-31 $494k 9.8k 50.24
2012-09-30 $479k 9.8k 48.72
2012-06-30 $401k 8.7k 46.30
2012-03-31 $417k 8.7k 48.15

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)
Ishares Core Core S&p Ttl Stk (ITOT)
Dimensional Us Us Core Equity 2 (DFAC)
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)
Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Vanguard Total Total Bnd Mrkt (BND)
Ishares Gold Ishares (IAU)

View all positions for Zhang Financial

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
Victory Capital Management
ZB
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index