ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Zhang Financial LLC's Holding History (CIK: 0001776290)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 15,136 Value ($000) $1,866 Avg Close Range
Q3 2025
Shares 15,735 Value ($000) $1,900 Avg Close Range
Q2 2025
Shares 11,905 Value ($000) $1,311 Avg Close Range
Q1 2025
Shares 12,503 Value ($000) $1,161 Avg Close Range
Q4 2024
Shares 7,718 Value ($000) $784 Avg Close Range
Q3 2024
Shares 4,038 Value ($000) $387 Avg Close Range
Q2 2024
Shares 4,038 Value ($000) $374 Avg Close Range
Q1 2024
Shares 4,038 Value ($000) $341 Avg Close Range
Q4 2023
Shares 4,058 Value ($000) $305 Avg Close Range
Q3 2023
Shares 4,058 Value ($000) $278 Avg Close Range
Q2 2023
Shares 4,058 Value ($000) $286 Avg Close Range
Q1 2023
Shares 4,058 Value ($000) $259 Avg Close Range
Q4 2022
Shares 4,222 Value ($000) $247 Avg Close Range
Q3 2022
Shares 4,222 Value ($000) $244 Avg Close Range
Q2 2022
Shares 4,222 Value ($000) $255 Avg Close Range
Q1 2022
Shares 4,202 Value ($000) $321 Avg Close Range
Q4 2021
Shares 4,202 Value ($000) $352 Avg Close Range
Q3 2021
Shares 4,202 Value ($000) $311 Avg Close Range
Q2 2021
Shares 4,202 Value ($000) $306 Avg Close Range
Q1 2021
Shares 3,944 Value ($000) $257 Avg Close Range
Q4 2020
Shares 3,944 Value ($000) $252 Avg Close Range
Q3 2020
Shares 986 Value ($000) $228 Avg Close Range
Q1 2020
Shares 1,230 Value ($000) $203 Avg Close Range
Q4 2019
Shares 1,230 Value ($000) $238 Avg Close Range
Q3 2019
Shares 1,380 Value ($000) $248 Avg Close Range
Q2 2019
Shares 1,462 Value ($000) $262 Avg Close Range
Q1 2019
Shares 1,862 Value ($000) $321 Avg Close Range
Q4 2018
Shares 1,895 Value ($000) $286 Avg Close Range
Q3 2018
Shares 1,495 Value ($000) $266 Avg Close Range
Q2 2018
Shares 1,495 Value ($000) $245 Avg Close Range
Q3 2017
Shares 1,623 Value ($000) $236 Avg Close Range
Q2 2017
Shares 1,623 Value ($000) $223 Avg Close Range