Cozad Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $847K | Sell |
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|
2024
Q2 | $781K | Sell |
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|
2024
Q1 | $827K | Sell |
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|
2023
Q4 | $786K | Sell |
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|
2023
Q3 | $763K | Buy |
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|
2023
Q2 | $801K | Buy |
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|
2023
Q1 | $775K | Sell |
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|
2022
Q4 | $981K | Buy |
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|
2022
Q3 | $885K | Sell |
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|
2022
Q2 | $3.65M | Sell |
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|
2022
Q1 | $4.41M | Buy |
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|
2021
Q4 | $4.5M | Buy |
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|
2021
Q3 | $3.21M | Buy |
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|
2021
Q2 | $3.18M | Sell |
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|
2021
Q1 | $3.08M | Sell |
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|
2020
Q4 | $3.47M | Buy |
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|
2020
Q3 | $555K | Sell |
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|
2020
Q2 | $671K | Buy |
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