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
Tip: Access up to 7 years of quarterly data
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 |
|---|---|---|---|
| 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 |