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iShares Russell 1000 Value Index shares owned by Kozak & Associates

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5k 47 202.57
2023-12-31 $652 4 163.00

More positions owned by Kozak & Associates

Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Invesco S&p 500 Revenue Etf Etf (RWL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Us Financial Services Etf Etf (IYG)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares U.s. Industrials Etf Etf (IYJ)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Vaneck Semiconductor Etf Etf (SMH)
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 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index