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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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 |
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