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iShares S&P SmallCap 600 Index shares owned by Kozak & Associates

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Kozak & Associates from 13F filings

Historical chart of Kozak & Associates investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Kozak & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $221 2 110.50
2023-12-31 $12k 119 103.60
2022-12-31 $1.0k 10 100.00
2022-06-30 $4.0k 39 102.56
2022-03-31 $32k 301 106.31
2021-12-31 $32k 301 106.31

More positions owned by Kozak & Associates

Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Invesco S&p 500 Revenue Etf Etf (RWL)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Us Financial Services Etf Etf (IYG)
Costco Whsl Corp Stock (COST)
Amazon Stock (AMZN)
Vaneck Semiconductor Etf Etf (SMH)
Health Care Select Sector Spdr Fund Etf (XLV)
Schwab Charles Corp Stock (SCHW)
Deere & Co Stock (DE)

View all positions for Kozak & Associates

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index