Cozad Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$385K	Hold	2,155	–	–	0.02%	347
2026 Q1	$312K	Hold	2,155	–	–	0.02%	353
2025 Q4	$304K	Hold	2,155	–	–	0.02%	350
2025 Q3	$305K	Buy	2,155 +25	+1%	+$3.45K	0.02%	350
2025 Q2	$283K	Sell	2,130 -190	-8%	-$23.8K	0.02%	354
2025 Q1	$289K	Buy	2,320 +725	+45%	+$97K	0.03%	329
2024 Q4	$216K	Buy	+1,595	New	+$226K	0.02%	374

Other funds holding IJT

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Cozad Asset Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 2,155 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #347.

Cozad Asset Management first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Cozad Asset Management held 2,155 shares of iShares S&P Small-Cap 600 Growth ETF worth $385K as of Q2 2026.
Cozad Asset Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Cozad Asset Management's portfolio in Q2 2026, its #347 holding.
Cozad Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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