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Ishares Tr shares owned by Zhang Financial

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Zhang Financial from 13F filings

Historical chart of Zhang Financial investment in Ishares Tr

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All positions including Ishares Tr held by Zhang Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Zhang Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 3.8k 56.79

More positions owned by Zhang Financial

Vanguard S&p S&p 500 Etf Shs (VOO)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intermediate Intermed Term (BIV)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Core Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Total Total Bnd Mrkt (BND)
Apple (AAPL)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Small Sm Cp Val Etf (VBR)
Vanguard High High Div Yld (VYM)

View all positions for Zhang Financial

Top funds holding Ishares Tr

University of Cambridge Investment Management
Sun Life Financial
LPL Financial
Becker Capital Management
Brown Advisory Holdings Incorporated
Keybank National Association
Morgan Stanley
Wharton Business Group
Franklin Resources
JNBA Financial Advisors
Bank of New York Mellon
Thrivent Financial for Lutherans
Atlantic Private Wealth
Alpine Bank Wealth Management
BSW Wealth Partners

View all funds holding Ishares Tr