Cozad Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.53M | Buy |
26,476
+3,415
| +15% | +$842K | 0.57% | 44 |
|
|
2025
Q1 | $4.86M | Buy |
23,061
+3,111
| +16% | +$656K | 0.49% | 56 |
|
|
2024
Q4 | $4.69M | Buy |
19,950
+1,026
| +5% | +$241K | 0.44% | 61 |
|
|
2024
Q3 | $4.16M | Sell |
18,924
-178
| -0.9% | -$39.2K | 0.4% | 66 |
|
|
2024
Q2 | $4.1M | Buy |
19,102
+1,372
| +8% | +$294K | 0.41% | 65 |
|
|
2024
Q1 | $3.46M | Buy |
17,730
+1,163
| +7% | +$227K | 0.36% | 74 |
|
|
2023
Q4 | $2.9M | Buy |
16,567
+6,257
| +61% | +$1.1M | 0.33% | 82 |
|
|
2023
Q3 | $1.59M | Buy |
10,310
+1,080
| +12% | +$166K | 0.21% | 125 |
|
|
2023
Q2 | $1.46M | Buy |
9,230
+1,143
| +14% | +$181K | 0.18% | 140 |
|
|
2023
Q1 | $1.12M | Buy |
8,087
+232
| +3% | +$32.2K | 0.15% | 161 |
|
|
2022
Q4 | $947K | Buy |
7,855
+3,893
| +98% | +$469K | 0.13% | 173 |
|
|
2022
Q3 | $473K | Buy |
3,962
+1,627
| +70% | +$194K | 0.08% | 219 |
|
|
2022
Q2 | $292K | Sell |
2,335
-1,748
| -43% | -$219K | 0.05% | 284 |
|
|
2022
Q1 | $649K | Buy |
+4,083
| New | +$649K | 0.09% | 201 |
|