ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 10,050 Value ($000) $3,888 Avg Close — Range —
Q3 2025
Shares 10,100 Value ($000) $3,827 Avg Close — Range —
Q2 2025
Shares 10,264 Value ($000) $3,603 Avg Close — Range —
Q1 2025
Shares 10,353 Value ($000) $3,289 Avg Close — Range —
Q4 2024
Shares 10,868 Value ($000) $3,633 Avg Close — Range —
Q3 2024
Shares 10,865 Value ($000) $3,550 Avg Close — Range —
Q2 2024
Shares 10,862 Value ($000) $3,353 Avg Close — Range —
Q1 2024
Shares 10,859 Value ($000) $3,259 Avg Close — Range —
Q4 2023
Shares 10,856 Value ($000) $2,972 Avg Close — Range —
Q3 2023
Shares 10,849 Value ($000) $2,659 Avg Close — Range —
Q2 2023
Shares 10,598 Value ($000) $2,697 Avg Close — Range —
Q1 2023
Shares 10,380 Value ($000) $2,444 Avg Close — Range —
Q4 2022
Shares 10,378 Value ($000) $2,290 Avg Close — Range —
Q3 2022
Shares 10,550 Value ($000) $2,184 Avg Close — Range —
Q2 2022
Shares 10,109 Value ($000) $2,198 Avg Close — Range —
Q1 2022
Shares 10,109 Value ($000) $2,652 Avg Close — Range —
Q4 2021
Shares 10,109 Value ($000) $2,805 Avg Close — Range —
Q3 2021
Shares 10,457 Value ($000) $2,665 Avg Close — Range —
Q2 2021
Shares 10,456 Value ($000) $2,676 Avg Close — Range —
Q1 2021
Shares 10,456 Value ($000) $2,480 Avg Close — Range —
Q4 2020
Shares 9,043 Value ($000) $2,022 Avg Close — Range —
Q3 2020
Shares 10,701 Value ($000) $2,094 Avg Close — Range —
Q2 2020
Shares 10,922 Value ($000) $1,967 Avg Close — Range —
Q1 2020
Shares 11,255 Value ($000) $1,669 Avg Close — Range —
Q4 2019
Shares 11,592 Value ($000) $2,185 Avg Close — Range —
Q3 2019
Shares 12,412 Value ($000) $2,157 Avg Close — Range —
Q2 2019
Shares 12,690 Value ($000) $2,187 Avg Close — Range —
Q1 2019
Shares 14,232 Value ($000) $2,372 Avg Close — Range —
Q4 2018
Shares 14,232 Value ($000) $2,091 Avg Close — Range —
Q3 2018
Shares 13,841 Value ($000) $2,388 Avg Close — Range —
Q2 2018
Shares 15,351 Value ($000) $2,499 Avg Close — Range —
Q1 2018
Shares 15,629 Value ($000) $2,388 Avg Close — Range —
Q4 2017
Shares 16,054 Value ($000) $2,603 Avg Close — Range —
Q3 2017
Shares 16,081 Value ($000) $2,426 Avg Close — Range —
Q2 2017
Shares 16,054 Value ($000) $2,305 Avg Close — Range —
Q1 2017
Shares 16,054 Value ($000) $2,603 Avg Close — Range —
Q4 2016
Shares 16,638 Value ($000) $2,244 Avg Close — Range —
Q3 2016
Shares 17,437 Value ($000) $2,235 Avg Close — Range —
Q2 2016
Shares 17,437 Value ($000) $2,163 Avg Close — Range —
Q1 2016
Shares 17,961 Value ($000) $2,171 Avg Close — Range —
Q4 2015
Shares 18,530 Value ($000) $2,229 Avg Close — Range —
Q3 2015
Shares 18,527 Value ($000) $2,110 Avg Close — Range —
Q2 2015
Shares 18,527 Value ($000) $2,297 Avg Close — Range —
Q1 2015
Shares 23,269 Value ($000) $2,882 Avg Close — Range —
Q4 2014
Shares 23,790 Value ($000) $2,910 Avg Close — Range —
Q3 2014
Shares 24,131 Value ($000) $2,818 Avg Close — Range —
Q2 2014
Shares 24,104 Value ($000) $2,838 Avg Close — Range —
Q1 2014
Shares 22,220 Value ($000) $2,495 Avg Close — Range —
Q4 2013
Shares 22,201 Value ($000) $2,457 Avg Close — Range —
Q3 2013
Shares 22,179 Value ($000) $2,244 Avg Close — Range —
Q2 2013
Shares 22,139 Value ($000) $2,135 Avg Close — Range —
Q1 2013
Shares 22,119 Value ($000) $2,067 Avg Close — Range —
Q4 2012
Shares 22,119 Value ($000) $1,873 Avg Close — Range —
Q3 2012
Shares 16,428 Value ($000) $1,394 Avg Close — Range —
Q2 2012
Shares 16,373 Value ($000) $1,316 Avg Close — Range —
Q1 2012
Shares 16,236 Value ($000) $1,352 Avg Close — Range —