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iShares Russell 2000 Growth Index shares owned by Kozak & Associates

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Kozak & Associates from 13F filings

Historical chart of Kozak & Associates investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth Index 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 2000 Growth Index by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $30k 114 265.04
2023-12-31 $24k 101 240.54
2023-09-30 $56k 254 220.76
2023-06-30 $79k 325 242.84
2023-03-31 $74k 325 226.77
2022-12-31 $72k 336 214.29
2022-09-30 $70k 336 208.33
2022-06-30 $69k 336 205.36
2022-03-31 $83k 336 247.02
2021-12-31 $83k 336 247.02
2021-09-30 $107k 335 319.40