Ishares Tr usa min vo shares owned by Kozak & Associates
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Ishares Tr usa min vo
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr usa min vo held by Kozak & Associates consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr usa min vo by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21k | 223 | 93.71 |
| 2025-06-30 | $21k | 223 | 93.73 |
| 2025-03-31 | $20k | 223 | 91.11 |
| 2024-12-31 | $20k | 223 | 89.10 |
| 2024-09-30 | $21k | 223 | 92.70 |
| 2024-06-30 | $19k | 223 | 83.87 |
| 2024-03-31 | $19k | 223 | 83.88 |
| 2023-06-30 | $3.2k | 43 | 74.26 |