iShares Dow Jones US Financial Svc. shares owned by Kozak & Associates
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13M | 74k | 175.63 |
| 2023-09-30 | $12M | 79k | 153.50 |
| 2023-06-30 | $11M | 67k | 159.31 |
| 2023-03-31 | $9.8M | 65k | 150.96 |
| 2022-12-31 | $14M | 91k | 157.52 |
| 2022-09-30 | $13M | 90k | 140.77 |
| 2022-06-30 | $13M | 87k | 148.22 |
| 2022-03-31 | $15M | 86k | 173.49 |
| 2021-12-31 | $15M | 86k | 173.49 |
| 2021-09-30 | $16M | 78k | 201.29 |
| 2020-12-31 | $9.4M | 60k | 156.42 |
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