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Cozad Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cozad Asset Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Buy
10,844
+212
+2% +$25.6K 0.09% 203
2026
Q1 		$1.13M Sell
10,632
-164
-2% -$18.6K 0.09% 206
2025
Q4 		$1.28M Hold
10,796
– – 0.1% 194
2025
Q3 		$1.26M Sell
10,796
-44
-0.4% -$4.9K 0.1% 186
2025
Q2 		$1.15M Hold
10,840
– – 0.1% 188
2025
Q1 		$978K Hold
10,840
– – 0.1% 195
2024
Q4 		$1.09M Sell
10,840
-240
-2% -$23.6K 0.1% 184
2024
Q3 		$1.04M Hold
11,080
– – 0.1% 186
2024
Q2 		$1.01M Hold
11,080
– – 0.1% 186
2024
Q1 		$934K Sell
11,080
-120
-1% -$9.67K 0.1% 197
2023
Q4 		$849K Sell
11,200
-872
-7% -$61.7K 0.1% 197
2023
Q3 		$803K Hold
12,072
– – 0.1% 194
2023
Q2 		$830K Sell
12,072
-1,144
-9% -$72.7K 0.1% 190
2023
Q1 		$807K Sell
13,216
-368
-3% -$21.2K 0.11% 190
2022
Q4 		$728K Buy
13,584
+520
+4% +$28.6K 0.1% 195
2022
Q3 		$687K Buy
13,064
+852
+7% +$50.1K 0.11% 184
2022
Q2 		$668K Buy
12,212
+2,596
+27% +$156K 0.1% 188
2022
Q1 		$667K Buy
9,616
+1,124
+13% +$76.7K 0.09% 199
2021
Q4 		$649K Sell
8,492
-84
-1% -$6.23K 0.09% 187
2021
Q3 		$588K Hold
8,576
– – 0.09% 192
2021
Q2 		$582K Sell
8,576
-120
-1% -$7.74K 0.09% 189
2021
Q1 		$528K Hold
8,696
– – 0.09% 203
2020
Q4 		$524K Hold
8,696
– – 0.09% 200
2020
Q3 		$472K Hold
8,696
– – 0.09% 197
2020
Q2 		$417K Buy
+8,696
New +$383K 0.08% 206

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cozad Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 2% in Q2 2026, buying an estimated $25.6K and bringing the position to 10,844 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #203.

Cozad Asset Management first reported a position in IWF in Q2 2020 and has held it in 25 quarters since. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Cozad Asset Management held 10,844 shares of iShares Russell 1000 Growth ETF worth $1.35M as of Q2 2026.
  • Cozad Asset Management bought 212 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $25.6K.
  • iShares Russell 1000 Growth ETF made up 0.09% of Cozad Asset Management's portfolio in Q2 2026, its #203 holding.
  • Cozad Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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