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iShares S&P SmallCap 600 Index shares owned by Kozak & Associates

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Kozak & Associates from 13F filings

Historical chart of Kozak & Associates investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 SmallCap 600 Index by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3k 11 119.00
2024-06-30 $214 2 107.00
2024-03-31 $221 2 110.50
2023-12-31 $12k 119 103.60
2022-12-31 $1.0k 10 100.00
2022-06-30 $4.0k 39 102.56
2022-03-31 $32k 301 106.31
2021-12-31 $32k 301 106.31

More positions owned by Kozak & Associates

Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Invesco S&p 500 Revenue Etf Etf (RWL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Us Financial Services Etf Etf (IYG)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Costco Whsl Corp Stock (COST)
Amazon Stock (AMZN)
Health Care Select Sector Spdr Fund Etf (XLV)
Vaneck Semiconductor Etf Etf (SMH)
Deere & Co Stock (DE)
Schwab Charles Corp Stock (SCHW)

View all positions for Kozak & Associates

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index