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iShares Russell 1000 Index shares owned by Kozak & Associates

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Kozak & Associates from 13F filings

Historical chart of Kozak & Associates investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Index by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $109k 285 380.58
2025-09-30 $104k 285 364.16

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Invesco S&p 500 Revenue Etf Etf (RWL)
Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Us Financial Services Etf Etf (IYG)
Ishares U.s. Industrials Etf Etf (IYJ)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vaneck Semiconductor Etf Etf (SMH)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Costco Whsl Corp Stock (COST)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Schwab Charles Corp Stock (SCHW)

View all positions for Kozak & Associates

Top funds holding iShares Russell 1000 Index

Jones Financial Companies, L.L
FMR
Envestnet Asset Management
M^T Bank Corporation
Northern Trust
LPL Financial
Pnc Financial Services
BlackRock
Colony
Wells Fargo & Company
Millburn Ridgefield
Catalyst Capital Advisors
Johnson Investment Counsel
Goldman Sachs Group
Northwestern Mutual Wealth Management Company

View all funds holding iShares Russell 1000 Index