Cozad Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cozad Asset Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Buy	2,100 +47	+2%	+$6.48K	0.02%	382
2026 Q1	$263K	Hold	2,053	–	–	0.02%	378
2025 Q4	$281K	Sell	2,053 -35	-2%	-$4.89K	0.02%	365
2025 Q3	$297K	Hold	2,088	–	–	0.02%	354
2025 Q2	$290K	Hold	2,088	–	–	0.03%	350
2025 Q1	$245K	Hold	2,088	–	–	0.02%	353
2024 Q4	$265K	Hold	2,088	–	–	0.02%	340
2024 Q3	$245K	Hold	2,088	–	–	0.02%	366
2024 Q2	$230K	Hold	2,088	–	–	0.02%	361
2024 Q1	$238K	Buy	+2,088	New	+$226K	0.02%	354
2022 Q2	–	Sell	-2,388	Closed	-$240K	–	359
2022 Q1	$240K	Sell	2,388 -2,580	-52%	-$257K	0.03%	325
2021 Q4	$572K	Sell	4,968 -2,830	-36%	-$330K	0.08%	203
2021 Q3	$874K	Sell	7,798 -316	-4%	-$36.3K	0.14%	163
2021 Q2	$919K	Buy	8,114 +46	+0.6%	+$4.91K	0.14%	157
2021 Q1	$823K	Sell	8,068 -2,500	-24%	-$261K	0.13%	166
2020 Q4	$1.08M	Hold	10,568	–	–	0.19%	131
2020 Q3	$913K	Sell	10,568 -1,204	-10%	-$102K	0.17%	140
2020 Q2	$931K	Buy	+11,772	New	+$854K	0.19%	135

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Cozad Asset Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.3% in Q2 2026, buying an estimated $6.48K and bringing the position to 2,100 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #382.

Cozad Asset Management first reported a position in IWP in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.08M in Q4 2020. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Cozad Asset Management held 2,100 shares of iShares Russell Mid-Cap Growth ETF worth $307K as of Q2 2026.
Cozad Asset Management bought 47 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.48K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Cozad Asset Management's portfolio in Q2 2026, its #382 holding.
Cozad Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 18 quarters since.
Cozad Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.08M in Q4 2020.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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