ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 4,243 Value ($000) $892 Avg Close — Range —
Q3 2025
Shares 4,079 Value ($000) $831 Avg Close — Range —
Q2 2025
Shares 2,776 Value ($000) $539 Avg Close — Range —
Q1 2025
Shares 2,813 Value ($000) $529 Avg Close — Range —
Q4 2024
Shares 1,990 Value ($000) $368 Avg Close — Range —
Q3 2024
Shares 2,060 Value ($000) $391 Avg Close — Range —
Q2 2024
Shares 2,053 Value ($000) $358 Avg Close — Range —
Q1 2024
Shares 2,138 Value ($000) $383 Avg Close — Range —
Q4 2023
Shares 2,137 Value ($000) $353 Avg Close — Range —
Q3 2023
Shares 2,134 Value ($000) $324 Avg Close — Range —
Q2 2023
Shares 2,134 Value ($000) $338 Avg Close — Range —