iShares S&P 500 Growth Index shares owned by Kozak & Associates
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 Growth Index by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $49k | 470 | 103.20 |
| 2024-09-30 | $45k | 469 | 96.87 |
| 2024-06-30 | $44k | 468 | 94.92 |
| 2024-03-31 | $40k | 468 | 86.26 |
| 2023-12-31 | $35k | 467 | 75.72 |
| 2023-09-30 | $32k | 466 | 69.32 |
| 2023-06-30 | $33k | 465 | 70.44 |
| 2023-03-31 | $30k | 464 | 63.84 |
| 2022-12-31 | $27k | 462 | 58.44 |
| 2022-09-30 | $26k | 461 | 56.40 |
| 2022-06-30 | $28k | 460 | 60.87 |
| 2022-03-31 | $32k | 458 | 69.87 |
| 2021-12-31 | $32k | 458 | 69.87 |
| 2021-09-30 | $38k | 458 | 82.97 |