Kozak & Associates, Inc. IYG Holdings History
Kozak & Associates, Inc.'s iShares U.S. Financial Services ETF Holding Summary
As of 2025-06-30, Kozak & Associates, Inc. held 319,466.00 shares of iShares U.S. Financial Services ETF(IYG), totaling $27.55 Mil. This investment constitutes 5.62% of their stock portfolio, and Kozak & Associates, Inc. now holds 1.51% of the outstanding iShares U.S. Financial Services ETF(IYG) stock.
The initial trade took place in 2020Q4. And since then Kozak & Associates, Inc. has made 12 purchases of IYG, at an average price of $56.89, for a total of 417,648.00 shares. In addition, there have been 3 sales at an average price of $55.03 for 98,182.00 shares. Based on historical transaction data and IYG's current price of $86.99, Kozak & Associates, Inc.'s estimated gain on his IYG holdings is $9.43 Mil, reflecting a 39.70% gain to date.
Kozak & Associates, Inc. IYG ($86.99) Holding Chart
Kozak & Associates, Inc. IYG ($86.99) 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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