iShares S&P 500 Index shares owned by Kozak & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 500 Index by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $458k | 684 | 669.30 |
| 2025-06-30 | $140k | 222 | 628.19 |
| 2025-03-31 | $120k | 222 | 541.12 |
| 2024-12-31 | $208k | 350 | 595.06 |
| 2024-09-30 | $142k | 243 | 584.16 |
| 2024-06-30 | $97k | 175 | 555.61 |
| 2024-03-31 | $115k | 216 | 531.26 |
| 2023-12-31 | $128k | 269 | 477.42 |
| 2023-06-30 | $32k | 71 | 449.34 |
| 2023-03-31 | $605 | 1 | 605.00 |
| 2022-12-31 | $1.0k | 1 | 1000.00 |
| 2022-09-30 | $1.0k | 1 | 1000.00 |
| 2022-06-30 | $26k | 69 | 376.81 |
| 2022-03-31 | $95k | 223 | 426.01 |
| 2021-12-31 | $95k | 223 | 426.01 |