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Ishares Tr dev val factor shares owned by Kozak & Associates

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Kozak & Associates from 13F filings

Historical chart of Kozak & Associates investment in Ishares Tr dev val factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr dev val factor held by Kozak & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr dev val factor by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2k 43 28.07
2024-03-31 $1.2k 42 29.00

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 Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Mercer Global Advisors
Envestnet Asset Management
Jpmorgan Chase & Co
Eqis Capital Management
Bank of America Corporation
Kathmere Capital Management
Janney Montgomery Scott
Armbruster Capital Management
Buckingham Asset Management
Morgan Stanley
Resources Investment Advisors
BlackRock
Integrated Wealth Concepts

View all funds holding Ishares Tr dev val factor