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
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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 |
|---|---|---|---|
| 2025-09-30 | $24k | 208 | 114.30 |
| 2025-06-30 | $5.6k | 50 | 112.96 |
| 2025-03-31 | $4.8k | 50 | 96.46 |
| 2024-12-31 | $5.8k | 50 | 116.24 |
| 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 |
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