Cozad Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $968K | Sell |
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|
2024
Q4 | $1.05M | Hold |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $968K | Hold |
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|
2024
Q1 | $937K | Sell |
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|
2023
Q4 | $912K | Buy |
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|
2023
Q3 | $817K | Hold |
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|
2023
Q2 | $847K | Sell |
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|
2023
Q1 | $924K | Buy |
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|
2022
Q4 | $731K | Buy |
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|
2022
Q3 | $685K | Buy |
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|
2022
Q2 | $721K | Buy |
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|
2022
Q1 | $868K | Buy |
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|
2021
Q4 | $918K | Sell |
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|
2021
Q3 | $849K | Buy |
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|
2021
Q2 | $827K | Hold |
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|
2021
Q1 | $764K | Buy |
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|
2020
Q4 | $680K | Hold |
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|
2020
Q3 | $601K | Hold |
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|
2020
Q2 | $551K | Buy |
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