iShares Russell 2000 Index shares owned by Kozak & Associates
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $87k | 375 | 232.75 |
| 2025-06-30 | $66k | 296 | 223.64 |
| 2025-03-31 | $55k | 295 | 186.64 |
| 2024-12-31 | $83k | 371 | 224.13 |
| 2024-09-30 | $67k | 294 | 226.43 |
| 2024-06-30 | $59k | 293 | 201.55 |
| 2024-03-31 | $61k | 292 | 207.76 |
| 2023-12-31 | $56k | 291 | 190.87 |
| 2023-09-30 | $50k | 290 | 173.00 |
| 2023-06-30 | $54k | 290 | 187.65 |
| 2023-03-31 | $52k | 290 | 178.40 |
| 2022-12-31 | $51k | 290 | 175.86 |
| 2022-09-30 | $49k | 290 | 168.97 |
| 2022-06-30 | $49k | 290 | 168.97 |
| 2022-03-31 | $58k | 290 | 200.00 |
| 2021-12-31 | $58k | 290 | 200.00 |
| 2021-09-30 | $69k | 290 | 237.93 |