Cozad Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $297K | Hold |
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|
2025
Q2 | $290K | Hold |
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|
2025
Q1 | $245K | Hold |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $245K | Hold |
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|
2024
Q2 | $230K | Hold |
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|
2024
Q1 | $238K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $572K | Sell |
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|
2021
Q3 | $874K | Sell |
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|
2021
Q2 | $919K | Buy |
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|
2021
Q1 | $823K | Sell |
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|
2020
Q4 | $1.08M | Hold |
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|
2020
Q3 | $913K | Sell |
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|
2020
Q2 | $931K | Buy |
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