Cozad Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.54M | Buy |
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|
2025
Q2 | $3.09M | Sell |
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|
2025
Q1 | $2.95M | Sell |
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|
2024
Q4 | $3.33M | Buy |
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|
2024
Q3 | $3M | Buy |
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|
2024
Q2 | $2.61M | Buy |
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|
2024
Q1 | $2.54M | Buy |
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|
2023
Q4 | $2.16M | Buy |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $1.95M | Buy |
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|
2022
Q4 | $1.78M | Sell |
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|
2022
Q3 | $2.54M | Sell |
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|
2022
Q2 | $2.69M | Sell |
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|
2022
Q1 | $3.47M | Sell |
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|
2021
Q4 | $3.78M | Buy |
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|
2021
Q3 | $3.59M | Sell |
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|
2021
Q2 | $3.94M | Buy |
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|
2021
Q1 | $3.58M | Buy |
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|
2020
Q4 | $2.78M | Buy |
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|
2020
Q3 | $1.43M | Sell |
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|
2020
Q2 | $1.38M | Buy |
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