iShares S&P MidCap 400 Value Index shares owned by Zhang Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in iShares S&P MidCap 400 Value Index
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All positions including iShares S&P MidCap 400 Value Index held by Zhang Financial consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $317k | 2.7k | 118.31 |
2023-12-31 | $257k | 2.3k | 114.04 |
2023-09-30 | $227k | 2.3k | 100.93 |
2023-06-30 | $241k | 2.3k | 107.13 |
2023-03-31 | $232k | 2.3k | 102.77 |
2022-12-31 | $281k | 2.8k | 100.72 |
2022-09-30 | $251k | 2.8k | 89.96 |
2022-06-30 | $263k | 2.8k | 94.27 |
2022-03-31 | $306k | 2.8k | 109.68 |
2021-12-31 | $309k | 2.8k | 110.75 |
2021-09-30 | $287k | 2.8k | 102.87 |
2021-06-30 | $294k | 2.8k | 105.38 |
2021-03-31 | $284k | 2.8k | 101.79 |
2020-12-31 | $241k | 2.8k | 86.38 |
2019-09-30 | $219k | 1.4k | 159.85 |
2019-06-30 | $218k | 1.4k | 159.12 |
2019-03-31 | $251k | 1.6k | 156.78 |
2018-12-31 | $263k | 1.9k | 138.35 |
2018-09-30 | $266k | 1.6k | 166.15 |
2018-06-30 | $307k | 1.9k | 161.83 |
2018-03-31 | $286k | 1.9k | 150.76 |
2017-12-31 | $309k | 1.9k | 162.89 |
2017-09-30 | $291k | 1.9k | 153.40 |
2017-06-30 | $281k | 1.9k | 148.13 |
2017-03-31 | $309k | 1.9k | 162.89 |
2016-12-31 | $277k | 1.9k | 146.02 |
2016-09-30 | $252k | 1.9k | 132.84 |
2016-06-30 | $243k | 1.9k | 128.10 |
2016-03-31 | $235k | 1.9k | 123.88 |
2015-12-31 | $222k | 1.9k | 117.03 |
2015-09-30 | $219k | 1.9k | 115.45 |
2015-06-30 | $245k | 1.9k | 129.15 |
2015-03-31 | $248k | 1.9k | 130.73 |
2014-12-31 | $242k | 1.9k | 127.57 |
2014-09-30 | $228k | 1.9k | 120.19 |
2014-06-30 | $241k | 1.9k | 127.04 |
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