CAM
IWL icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return