iShares Morningstar Large Growth shares owned by Kozak & Associates
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $43k | 638 | 68.10 |
| 2023-09-30 | $93k | 1.5k | 60.73 |
| 2023-06-30 | $120k | 1.9k | 62.27 |
| 2023-03-31 | $107k | 1.9k | 55.37 |
| 2022-12-31 | $94k | 1.9k | 48.81 |
| 2022-09-30 | $92k | 1.9k | 47.77 |
| 2022-06-30 | $96k | 1.9k | 49.84 |
| 2022-03-31 | $115k | 1.9k | 59.77 |
| 2021-12-31 | $115k | 1.9k | 59.77 |
| 2021-09-30 | $139k | 1.9k | 72.32 |
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