Cozad Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cozad Asset Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.58M	Buy	67,817 +1,006	+2%	+$69.8K	0.36%	67
2025 Q4	$4.41M	Buy	66,811 +389	+0.6%	+$25.5K	0.34%	72
2025 Q3	$4.33M	Buy	66,422 +447	+0.7%	+$28.7K	0.34%	71
2025 Q2	$4.09M	Sell	65,975 -2,399	-4%	-$141K	0.36%	72
2025 Q1	$3.99M	Buy	68,374 +763	+1%	+$47.4K	0.4%	67
2024 Q4	$4.21M	Buy	67,611 +2,796	+4%	+$179K	0.39%	68
2024 Q3	$4.04M	Buy	64,815 +4,145	+7%	+$250K	0.39%	70
2024 Q2	$3.55M	Buy	60,670 +3,101	+5%	+$182K	0.35%	73
2024 Q1	$3.5M	Buy	57,569 +2,414	+4%	+$137K	0.36%	73
2023 Q4	$3.06M	Hold	55,155	–	–	0.35%	78
2023 Q3	$2.75M	Buy	55,155 +125	+0.2%	+$6.55K	0.36%	78
2023 Q2	$2.88M	Buy	55,030 +200	+0.4%	+$9.94K	0.36%	77
2023 Q1	$2.74M	Buy	54,830 +40	+0.1%	+$2.04K	0.36%	76
2022 Q4	$2.65M	Buy	54,790 +1,675	+3%	+$80.9K	0.37%	74
2022 Q3	$2.33M	Buy	53,115 +1,600	+3%	+$77.4K	0.38%	77
2022 Q2	$2.33M	Sell	51,515 -150	-0.3%	-$7.41K	0.36%	82
2022 Q1	$2.77M	Buy	51,665 +6,650	+15%	+$354K	0.39%	71
2021 Q4	$2.55M	Sell	45,015 -345	-0.8%	-$19.2K	0.36%	71
2021 Q3	$2.39M	Hold	45,360	–	–	0.37%	72
2021 Q2	$2.44M	Buy	45,360 +3,975	+10%	+$215K	0.38%	73
2021 Q1	$2.15M	Sell	41,385 -130	-0.3%	-$6.49K	0.35%	77
2020 Q4	$1.91M	Buy	41,515 +200	+0.5%	+$8.43K	0.34%	77
2020 Q3	$1.53M	Buy	41,315 +3,975	+11%	+$149K	0.29%	98
2020 Q2	$1.33M	Buy	+37,340	New	+$1.24M	0.27%	109

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cozad Asset Management's IJH Position: Q1 2026 in Review

Cozad Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q1 2026, buying an estimated $69.8K and bringing the position to 67,817 shares worth $4.58M. The position accounts for 0.36% of the portfolio, ranked #67.

Cozad Asset Management first reported a position in IJH in Q2 2020 and has held it in 24 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Cozad Asset Management held 67,817 shares of iShares Core S&P Mid-Cap ETF worth $4.58M as of Q1 2026.
Cozad Asset Management bought 1,006 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $69.8K.
iShares Core S&P Mid-Cap ETF made up 0.36% of Cozad Asset Management's portfolio in Q1 2026, its #67 holding.
Cozad Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 24 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Cozad Asset Management's 13F filing for Q1 2026, filed 28 May 2026.