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CAM
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
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
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1-Year Est. Return
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$85.7B AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
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$71.6B AUM
21.08%
1-Year Est. Return
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$501B AUM
22.01%
1-Year Est. Return
AWM
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Topeka, Kansas
$18.5B AUM
19.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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