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Cozad Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cozad Asset Management’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Buy
35,042
+1,387
+4% +$392K 0.66% 38
2026
Q1 		$8.37M Buy
33,655
+3,300
+11% +$874K 0.66% 43
2025
Q4 		$8.41M Buy
30,355
+3,732
+14% +$1.03M 0.65% 39
2025
Q3 		$7.29M Buy
26,623
+147
+0.6% +$38K 0.58% 44
2025
Q2 		$6.53M Buy
26,476
+3,415
+15% +$760K 0.57% 44
2025
Q1 		$4.86M Buy
23,061
+3,111
+16% +$716K 0.49% 56
2024
Q4 		$4.69M Buy
19,950
+1,026
+5% +$236K 0.44% 61
2024
Q3 		$4.16M Sell
18,924
-178
-0.9% -$37.9K 0.4% 66
2024
Q2 		$4.1M Buy
19,102
+1,372
+8% +$273K 0.41% 65
2024
Q1 		$3.46M Buy
17,730
+1,163
+7% +$217K 0.36% 74
2023
Q4 		$2.9M Buy
16,567
+6,257
+61% +$1.03M 0.33% 82
2023
Q3 		$1.59M Buy
10,310
+1,080
+12% +$172K 0.21% 125
2023
Q2 		$1.46M Buy
9,230
+1,143
+14% +$167K 0.18% 140
2023
Q1 		$1.12M Buy
8,087
+232
+3% +$30.1K 0.15% 161
2022
Q4 		$947K Buy
7,855
+3,893
+98% +$484K 0.13% 173
2022
Q3 		$473K Buy
3,962
+1,627
+70% +$218K 0.08% 219
2022
Q2 		$292K Sell
2,335
-1,748
-43% -$240K 0.05% 284
2022
Q1 		$649K Buy
+4,083
New +$636K 0.09% 201

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cozad Asset Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 4.1% in Q2 2026, buying an estimated $392K and bringing the position to 35,042 shares worth $10.2M. The position accounts for 0.66% of the portfolio, ranked #38.

Cozad Asset Management first reported a position in IWY in Q1 2022 and has held it in 18 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Cozad Asset Management held 35,042 shares of iShares Russell Top 200 Growth ETF worth $10.2M as of Q2 2026.
  • Cozad Asset Management bought 1,387 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $392K.
  • iShares Russell Top 200 Growth ETF made up 0.66% of Cozad Asset Management's portfolio in Q2 2026, its #38 holding.
  • Cozad Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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