Cozad Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.85M | Sell |
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|
2025
Q2 | $2.74M | Buy |
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|
2025
Q1 | $2.53M | Sell |
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|
2024
Q4 | $2.64M | Buy |
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|
2024
Q3 | $2.63M | Sell |
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|
2024
Q2 | $2.44M | Sell |
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|
2024
Q1 | $2.56M | Sell |
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|
2023
Q4 | $2.37M | Hold |
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|
2023
Q3 | $2.11M | Sell |
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|
2023
Q2 | $2.24M | Buy |
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|
2023
Q1 | $2.14M | Sell |
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|
2022
Q4 | $2.09M | Buy |
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|
2022
Q3 | $1.92M | Buy |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $2.2M | Sell |
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|
2021
Q4 | $2.36M | Buy |
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|
2021
Q3 | $2.23M | Buy |
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|
2021
Q2 | $2.25M | Buy |
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|
2021
Q1 | $2.06M | Buy |
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|
2020
Q4 | $1.83M | Buy |
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|
2020
Q3 | $1.5M | Buy |
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|
2020
Q2 | $1.4M | Buy |
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