Zhang Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Zhang Financial’s Portfolio IWB Stock Details IWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.31M	Hold
2025 Q2	$2.15M	Hold
2025 Q1	$1.94M	Buy
2024 Q4	$598K	Hold
2024 Q3	$584K	Hold
2024 Q2	$552K	Hold
2024 Q1	$535K	Hold
2023 Q4	$487K	Buy
2023 Q3	$385K	Hold
2023 Q2	$395K	Buy
2022 Q4	–	Sell
2022 Q3	$1.07M	Hold
2022 Q2	$1.12M	Sell
2022 Q1	$1.57M	Hold
2021 Q4	$1.67M	Hold
2021 Q3	$1.52M	Hold
2021 Q2	$1.52M	Sell
2021 Q1	$1.51M	Buy
2020 Q4	$1.24M	Sell
2020 Q3	$1.18M	Buy
2020 Q2	$994K	Hold
2020 Q1	$819K	Hold
2019 Q4	$1.03M	Hold
2019 Q3	$952K	Hold
2019 Q2	$942K	Sell
2019 Q1	$1.05M	Buy
2018 Q4	$218K	Buy