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 Q2	$5.23M	Hold	67,817	–	–	0.34%	70
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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cozad Asset Management's IJH Position: Q2 2026 in Review

Cozad Asset Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 67,817 shares worth $5.23M. The position accounts for 0.34% of the portfolio, ranked #70.

Cozad Asset Management first reported a position in IJH in Q2 2020 and has held it in 25 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cozad Asset Management held 67,817 shares of iShares Core S&P Mid-Cap ETF worth $5.23M as of Q2 2026.
Cozad Asset Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.34% of Cozad Asset Management's portfolio in Q2 2026, its #70 holding.
Cozad Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cozad Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.