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iShares Russell Midcap Index Fund shares owned by Kozak & Associates

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

Historical chart of Kozak & Associates investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund 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 Midcap Index Fund by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 105 99.97
2025-09-30 $465 5 93.00

More positions owned by Kozak & Associates

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 Midcap Index Fund

Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Branch Banking & Trust Company
FMR
Amg National Trust Bank
LPL Financial

View all funds holding iShares Russell Midcap Index Fund