Kozak & Associates, Inc. IETC Holdings History
Kozak & Associates, Inc.'s iShares U.S. Tech Independence Focused ETF Holding Summary
As of 2025-06-30, Kozak & Associates, Inc. held 682,461.00 shares of iShares U.S. Tech Independence Focused ETF(IETC), totaling $65.21 Mil. This investment constitutes 13.29% of their stock portfolio, and Kozak & Associates, Inc. now holds 9.61% of the outstanding iShares U.S. Tech Independence Focused ETF(IETC) stock.
The initial trade took place in 2022Q4. And since then Kozak & Associates, Inc. has made 10 purchases of IETC, at an average price of $46.23, for a total of 694,639.00 shares. In addition, there have been 1 sales at an average price of $82.64 for 12,178.00 shares. Based on historical transaction data and IETC's current price of $96.17, Kozak & Associates, Inc.'s estimated gain on his IETC holdings is $34.52 Mil, reflecting a 107.50% gain to date.
Kozak & Associates, Inc. IETC ($96.17) Holding Chart
Kozak & Associates, Inc. IETC ($96.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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