Cozad Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Hold |
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2025
Q1 | $4.62M | Hold |
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|
2024
Q4 | $4.87M | Hold |
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|
2024
Q3 | $4.76M | Hold |
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|
2024
Q2 | $4.49M | Hold |
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|
2024
Q1 | $4.37M | Hold |
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|
2023
Q4 | $3.99M | Hold |
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|
2023
Q3 | $3.57M | Hold |
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|
2023
Q2 | $3.7M | Hold |
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|
2023
Q1 | $3.43M | Sell |
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|
2022
Q4 | $3.31M | Buy |
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|
2022
Q3 | $3.07M | Sell |
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|
2022
Q2 | $3.44M | Hold |
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|
2022
Q1 | $4.16M | Hold |
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|
2021
Q4 | $4.4M | Sell |
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|
2021
Q3 | $4.05M | Hold |
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|
2021
Q2 | $4.07M | Hold |
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|
2021
Q1 | $3.77M | Sell |
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|
2020
Q4 | $3.57M | Sell |
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|
2020
Q3 | $3.31M | Hold |
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|
2020
Q2 | $3.05M | Buy |
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