Kozak & Associates, Inc. IYJ Holdings History
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 $146.89, Kozak & Associates, Inc.'s estimated gain on his IYJ holdings is $1.35 Mil, reflecting a 7.43% gain to date.
Kozak & Associates, Inc. IYJ ($146.89) Holding Chart
Kozak & Associates, Inc. IYJ ($146.89) 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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