ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Kozak & Associates, Inc.'s Holding History (CIK: 0001764970)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 359 Value ($000) $93 Avg Close Range
Q3 2025
Shares 375 Value ($000) $87 Avg Close Range
Q2 2025
Shares 296 Value ($000) $66 Avg Close Range
Q1 2025
Shares 295 Value ($000) $55 Avg Close Range
Q4 2024
Shares 371 Value ($000) $83 Avg Close Range
Q3 2024
Shares 294 Value ($000) $67 Avg Close Range
Q2 2024
Shares 293 Value ($000) $59 Avg Close Range
Q1 2024
Shares 292 Value ($000) $61 Avg Close Range
Q4 2023
Shares 291 Value ($000) $56 Avg Close Range
Q3 2023
Shares 290 Value ($000) $50 Avg Close Range
Q2 2023
Shares 290 Value ($000) $54 Avg Close Range
Q1 2023
Shares 290 Value ($000) $52 Avg Close Range
Q4 2022
Shares 290 Value ($000) $0 Avg Close Range
Q3 2022
Shares 290 Value ($000) $49 Avg Close Range
Q2 2022
Shares 290 Value ($000) $49 Avg Close Range
Q1 2022
Shares 290 Value ($000) $58 Avg Close Range
Q4 2021
Shares 290 Value ($000) $58 Avg Close Range
Q3 2021
Shares 290 Value ($000) $69 Avg Close Range