ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 3,900 Value ($000) $550 Avg Close — Range —
Q3 2025
Shares 3,898 Value ($000) $544 Avg Close — Range —
Q2 2025
Shares 3,896 Value ($000) $515 Avg Close — Range —
Q1 2025
Shares 3,528 Value ($000) $444 Avg Close — Range —
Q4 2024
Shares 3,645 Value ($000) $471 Avg Close — Range —
Q3 2024
Shares 3,645 Value ($000) $482 Avg Close — Range —
Q2 2024
Shares 3,645 Value ($000) $440 Avg Close — Range —
Q1 2024
Shares 3,645 Value ($000) $457 Avg Close — Range —
Q4 2023
Shares 3,645 Value ($000) $424 Avg Close — Range —
Q3 2023
Shares 4,284 Value ($000) $447 Avg Close — Range —
Q2 2023
Shares 4,524 Value ($000) $497 Avg Close — Range —
Q1 2023
Shares 4,524 Value ($000) $480 Avg Close — Range —
Q4 2022
Shares 4,524 Value ($000) $477 Avg Close — Range —
Q3 2022
Shares 3,885 Value ($000) $373 Avg Close — Range —
Q2 2022
Shares 3,885 Value ($000) $395 Avg Close — Range —
Q1 2022
Shares 4,189 Value ($000) $501 Avg Close — Range —
Q4 2021
Shares 4,165 Value ($000) $510 Avg Close — Range —
Q3 2021
Shares 4,259 Value ($000) $482 Avg Close — Range —
Q2 2021
Shares 4,433 Value ($000) $510 Avg Close — Range —
Q1 2021
Shares 4,433 Value ($000) $485 Avg Close — Range —
Q4 2020
Shares 6,250 Value ($000) $606 Avg Close — Range —
Q3 2020
Shares 5,826 Value ($000) $471 Avg Close — Range —
Q2 2020
Shares 5,826 Value ($000) $446 Avg Close — Range —
Q1 2020
Shares 5,826 Value ($000) $373 Avg Close — Range —
Q4 2019
Shares 6,404 Value ($000) $607 Avg Close — Range —
Q3 2019
Shares 6,404 Value ($000) $574 Avg Close — Range —
Q2 2019
Shares 6,706 Value ($000) $598 Avg Close — Range —
Q1 2019
Shares 6,706 Value ($000) $582 Avg Close — Range —
Q4 2018
Shares 6,706 Value ($000) $512 Avg Close — Range —
Q3 2018
Shares 6,706 Value ($000) $604 Avg Close — Range —
Q2 2018
Shares 6,706 Value ($000) $593 Avg Close — Range —
Q1 2018
Shares 6,706 Value ($000) $567 Avg Close — Range —
Q4 2017
Shares 6,706 Value ($000) $606 Avg Close — Range —
Q3 2017
Shares 7,053 Value ($000) $603 Avg Close — Range —
Q2 2017
Shares 7,053 Value ($000) $587 Avg Close — Range —
Q1 2017
Shares 6,706 Value ($000) $606 Avg Close — Range —
Q4 2016
Shares 7,227 Value ($000) $587 Avg Close — Range —
Q3 2016
Shares 7,527 Value ($000) $578 Avg Close — Range —
Q2 2016
Shares 7,527 Value ($000) $559 Avg Close — Range —
Q1 2016
Shares 7,527 Value ($000) $534 Avg Close — Range —
Q4 2015
Shares 7,527 Value ($000) $517 Avg Close — Range —
Q3 2015
Shares 7,527 Value ($000) $505 Avg Close — Range —
Q2 2015
Shares 7,527 Value ($000) $555 Avg Close — Range —
Q1 2015
Shares 8,097 Value ($000) $609 Avg Close — Range —
Q4 2014
Shares 8,097 Value ($000) $597 Avg Close — Range —
Q3 2014
Shares 8,097 Value ($000) $567 Avg Close — Range —
Q2 2014
Shares 9,447 Value ($000) $686 Avg Close — Range —
Q1 2014
Shares 9,597 Value ($000) $660 Avg Close — Range —
Q4 2013
Shares 9,832 Value ($000) $646 Avg Close — Range —
Q3 2013
Shares 9,832 Value ($000) $599 Avg Close — Range —
Q2 2013
Shares 9,832 Value ($000) $569 Avg Close — Range —
Q1 2013
Shares 9,832 Value ($000) $560 Avg Close — Range —
Q4 2012
Shares 9,832 Value ($000) $494 Avg Close — Range —
Q3 2012
Shares 9,832 Value ($000) $479 Avg Close — Range —
Q2 2012
Shares 8,661 Value ($000) $401 Avg Close — Range —
Q1 2012
Shares 8,661 Value ($000) $417 Avg Close — Range —