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iShares S&P MidCap 400 Index shares owned by Kozak & Associates

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Kozak & Associates from 13F filings

Historical chart of Kozak & Associates investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 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 MidCap 400 Index by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2024-06-30 $15k 255 58.29
2024-03-31 $15k 255 60.27
2022-12-31 $2.0k 9 222.22
2022-06-30 $4.0k 18 222.22
2022-03-31 $9.0k 36 250.00
2021-12-31 $9.0k 36 250.00

More positions owned by Kozak & Associates

Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco S&p 500 Revenue Etf Etf (RWL)
Invesco Qqq Trust Series I Etf (QQQ)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
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 MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
FMR
Envestnet Asset Management
Royal Bank of Canada
UBS Group
BlackRock
Raymond James & Associates
Northern Trust
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index