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 |
|---|---|---|---|
| 2024-09-30 | $16k | 255 | 63.85 |
| 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 |