iShares Russell 2000 Index shares owned by Kozak & Associates
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 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 Russell 2000 Index by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $56k | 291 | 190.87 |
| 2023-09-30 | $50k | 290 | 173.00 |
| 2023-06-30 | $54k | 290 | 187.65 |
| 2023-03-31 | $52k | 290 | 178.40 |
| 2022-12-31 | $51k | 290 | 175.86 |
| 2022-09-30 | $49k | 290 | 168.97 |
| 2022-06-30 | $49k | 290 | 168.97 |
| 2022-03-31 | $58k | 290 | 200.00 |
| 2021-12-31 | $58k | 290 | 200.00 |
| 2021-09-30 | $69k | 290 | 237.93 |