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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
2024-06-30 $19k 223 83.87
2024-03-31 $19k 223 83.88
2023-06-30 $3.2k 43 74.26

More positions owned by Kozak & Associates

Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco S&p 500 Revenue Etf Etf (RWL)
Invesco Qqq Trust Series I Etf (QQQ)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Us Financial Services Etf Etf (IYG)
Costco Whsl Corp Stock (COST)
Amazon Stock (AMZN)
Vaneck Semiconductor Etf Etf (SMH)
Health Care Select Sector Spdr Fund Etf (XLV)
Schwab Charles Corp Stock (SCHW)
Deere & Co Stock (DE)

View all positions for Kozak & Associates

Top funds holding Ishares Tr usa min vo

Morgan Stanley
FMR
Raymond James & Associates
Bank of America Corporation
Pnc Financial Services
Captrust Financial Advisors
Jpmorgan Chase & Co
BlackRock
LPL Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
UBS Group
Alaska Permanent Fund Corp
Wells Fargo & Company
Catalyst Capital Advisors

View all funds holding Ishares Tr usa min vo