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

Kozak & Associates, Inc. currently holds 375 shares with a market value of $87.3K. It started holding IWM on 2024-09-30. At its peak, it held 375 shares on 2025-09-30. Its highest holding value was $87.3K on 2025-09-30. At its lowest, it held 294 shares on 2024-09-30, with a value of $55.1K on 2025-03-31. In the recent 180 days, Kozak & Associates, Inc. has increased its shares by 80. In the recent year, Kozak & Associates, Inc. has increased its shares by 81.