Kozak & Associates, Inc.'s ownership history for IVV

Kozak & Associates, Inc. currently holds 684 shares with a market value of $457.8K. It started holding IVV on 2024-09-30. At its peak, it held 684 shares on 2025-09-30. Its highest holding value was $457.8K on 2025-09-30. At its lowest, it held 222 shares on 2025-03-31, with a value of $120.1K on 2025-03-31. In the recent 180 days, Kozak & Associates, Inc. has increased its shares by 462. In the recent year, Kozak & Associates, Inc. has increased its shares by 441.