Number of Shares
132,637.00
Current Holdings Value*
$19.20 Mil
% of Portfolio
3.91%
Total Estimate Gain
$1.09 Mil
% of Total Estimate Gain
6.01%

Kozak & Associates, Inc.'s iShares U.S. Industrials ETF Holding Summary

As of 2025-06-30, Kozak & Associates, Inc. held 132,637.00 shares of iShares U.S. Industrials ETF(IYJ), totaling $19.20 Mil. This investment constitutes 3.91% of their stock portfolio, and Kozak & Associates, Inc. now holds 1.16% of the outstanding iShares U.S. Industrials ETF(IYJ) stock.

The initial trade took place in 2024Q4. And since then Kozak & Associates, Inc. has made 3 purchases of IYJ, at an average price of $136.74, for a total of 132,637.00 shares. Based on historical transaction data and IYJ's current price of $144.96, Kozak & Associates, Inc.'s estimated gain on his IYJ holdings is $1.09 Mil, reflecting a 6.01% gain to date.

Kozak & Associates, Inc. IYJ ($144.96) Holding Chart

Kozak & Associates, Inc. IYJ ($144.96) 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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