iShares S&P MidCap 400 Growth shares owned by Kozak & Associates
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 14k | 92.82 |
| 2025-06-30 | $1.4M | 15k | 92.89 |
| 2025-03-31 | $1.2M | 15k | 79.91 |
| 2024-12-31 | $1.4M | 15k | 92.27 |
| 2024-09-30 | $1.5M | 16k | 93.74 |
| 2024-06-30 | $1.4M | 16k | 87.89 |
| 2024-03-31 | $1.4M | 16k | 90.16 |
| 2023-12-31 | $1.2M | 16k | 77.80 |
| 2023-09-30 | $1.1M | 16k | 71.27 |
| 2023-06-30 | $1.2M | 16k | 75.14 |
| 2023-03-31 | $1.2M | 16k | 71.51 |
| 2022-12-31 | $1.1M | 16k | 68.31 |
| 2022-09-30 | $1.1M | 16k | 64.97 |
| 2022-06-30 | $1.0M | 16k | 63.72 |
| 2022-03-31 | $1.2M | 16k | 74.62 |
| 2021-12-31 | $1.2M | 16k | 74.62 |
| 2021-09-30 | $1.4M | 16k | 87.49 |
| 2020-12-31 | $1.3M | 16k | 77.87 |
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