iShares Russell 3000 Index shares owned by Zhang Financial
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 11k | 326.73 |
| 2024-06-30 | $3.4M | 11k | 308.66 |
| 2024-03-31 | $3.3M | 11k | 300.08 |
| 2023-12-31 | $3.0M | 11k | 273.75 |
| 2023-09-30 | $2.7M | 11k | 245.05 |
| 2023-06-30 | $2.7M | 11k | 254.47 |
| 2023-03-31 | $2.4M | 10k | 235.42 |
| 2022-12-31 | $2.3M | 10k | 220.66 |
| 2022-09-30 | $2.2M | 11k | 207.01 |
| 2022-06-30 | $2.2M | 10k | 217.43 |
| 2022-03-31 | $2.7M | 10k | 262.34 |
| 2021-12-31 | $2.8M | 10k | 277.48 |
| 2021-09-30 | $2.7M | 11k | 254.85 |
| 2021-06-30 | $2.7M | 11k | 255.93 |
| 2021-03-31 | $2.5M | 11k | 237.18 |
| 2020-12-31 | $2.0M | 9.0k | 223.60 |
| 2020-09-30 | $2.1M | 11k | 195.68 |
| 2020-06-30 | $2.0M | 11k | 180.10 |
| 2020-03-31 | $1.7M | 11k | 148.29 |
| 2019-12-31 | $2.2M | 12k | 188.49 |
| 2019-09-30 | $2.2M | 12k | 173.78 |
| 2019-06-30 | $2.2M | 13k | 172.34 |
| 2019-03-31 | $2.4M | 14k | 166.67 |
| 2018-12-31 | $2.1M | 14k | 146.92 |
| 2018-09-30 | $2.4M | 14k | 172.53 |
| 2018-06-30 | $2.5M | 15k | 162.79 |
| 2018-03-31 | $2.4M | 16k | 152.79 |
| 2017-12-31 | $2.6M | 16k | 162.14 |
| 2017-09-30 | $2.4M | 16k | 150.86 |
| 2017-06-30 | $2.3M | 16k | 143.58 |
| 2017-03-31 | $2.6M | 16k | 162.14 |
| 2016-12-31 | $2.2M | 17k | 134.87 |
| 2016-09-30 | $2.2M | 17k | 128.18 |
| 2016-06-30 | $2.2M | 17k | 124.05 |
| 2016-03-31 | $2.2M | 18k | 120.87 |
| 2015-12-31 | $2.2M | 19k | 120.29 |
| 2015-09-30 | $2.1M | 19k | 113.89 |
| 2015-06-30 | $2.3M | 19k | 123.98 |
| 2015-03-31 | $2.9M | 23k | 123.86 |
| 2014-12-31 | $2.9M | 24k | 122.32 |
| 2014-09-30 | $2.8M | 24k | 116.78 |
| 2014-06-30 | $2.8M | 24k | 117.74 |
| 2014-03-31 | $2.5M | 22k | 112.29 |
| 2013-12-31 | $2.5M | 22k | 110.67 |
| 2013-09-30 | $2.2M | 22k | 101.18 |
| 2013-06-30 | $2.1M | 22k | 96.44 |
| 2013-03-31 | $2.1M | 22k | 93.45 |
| 2012-12-31 | $1.9M | 22k | 84.68 |
| 2012-09-30 | $1.4M | 16k | 84.86 |
| 2012-06-30 | $1.3M | 16k | 80.38 |
| 2012-03-31 | $1.4M | 16k | 83.27 |