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Cozad Asset Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Cozad Asset Management’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Sell
7,799
-43
-0.5% -$7.73K 0.09% 198
2026
Q1 		$1.26M Buy
7,842
+169
+2% +$28.5K 0.1% 196
2025
Q4 		$1.31M Buy
7,673
+792
+12% +$134K 0.1% 191
2025
Q3 		$1.14M Buy
6,881
+67
+1% +$10.7K 0.09% 198
2025
Q2 		$1.04M Buy
6,814
+236
+4% +$33.3K 0.09% 200
2025
Q1 		$904K Sell
6,578
-98
-1% -$14.2K 0.09% 203
2024
Q4 		$966K Buy
6,676
+811
+14% +$117K 0.09% 194
2024
Q3 		$824K Buy
5,865
+371
+7% +$50.3K 0.08% 206
2024
Q2 		$736K Sell
5,494
-598
-10% -$76.4K 0.07% 215
2024
Q1 		$774K Buy
6,092
+2
+0% +$242 0.08% 211
2023
Q4 		$701K Buy
6,090
+61
+1% +$6.6K 0.08% 213
2023
Q3 		$623K Hold
6,029
– – 0.08% 217
2023
Q2 		$643K Buy
6,029
+600
+11% +$60.3K 0.08% 213
2023
Q1 		$528K Hold
5,429
– – 0.07% 230
2022
Q4 		$488K Hold
5,429
– – 0.07% 237
2022
Q3 		$461K Buy
5,429
+2,635
+94% +$249K 0.07% 224
2022
Q2 		$251K Buy
+2,794
New +$272K 0.04% 307

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

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

Cozad Asset Management reduced its iShares Russell Top 200 ETF (IWL) stake by 0.55% in Q2 2026, selling an estimated $7.73K and leaving 7,799 shares worth $1.44M. The position accounts for 0.09% of the portfolio, ranked #198.

Cozad Asset Management first reported a position in IWL in Q2 2022 and has held it in 17 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Cozad Asset Management held 7,799 shares of iShares Russell Top 200 ETF worth $1.44M as of Q2 2026.
  • Cozad Asset Management sold 43 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $7.73K.
  • iShares Russell Top 200 ETF made up 0.09% of Cozad Asset Management's portfolio in Q2 2026, its #198 holding.
  • Cozad Asset Management first reported a position in iShares Russell Top 200 ETF in Q2 2022 and has held it in 17 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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