iShares Russell 2000 Index shares owned by Cozad Asset Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Cozad Asset Management
from 13F filings
Historical chart of Cozad Asset Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Cozad Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Cozad Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 15k | 241.96 |
| 2025-06-30 | $3.1M | 14k | 215.78 |
| 2025-03-31 | $3.0M | 15k | 199.49 |
| 2024-12-31 | $3.3M | 15k | 220.96 |
| 2024-09-30 | $3.0M | 14k | 220.88 |
| 2024-06-30 | $2.6M | 13k | 202.89 |
| 2024-03-31 | $2.5M | 12k | 210.31 |
| 2023-12-31 | $2.2M | 11k | 200.71 |
| 2023-09-30 | $1.9M | 11k | 176.74 |
| 2023-06-30 | $1.9M | 10k | 187.27 |
| 2023-03-31 | $1.9M | 11k | 178.40 |
| 2022-12-31 | $1.8M | 10k | 174.36 |
| 2022-09-30 | $2.5M | 15k | 164.91 |
| 2022-06-30 | $2.7M | 16k | 169.38 |
| 2022-03-31 | $3.5M | 17k | 205.29 |
| 2021-12-31 | $3.8M | 17k | 222.42 |
| 2021-09-30 | $3.6M | 16k | 218.76 |
| 2021-06-30 | $3.9M | 17k | 229.35 |
| 2021-03-31 | $3.6M | 16k | 220.94 |
| 2020-12-31 | $2.8M | 14k | 196.06 |
| 2020-09-30 | $1.4M | 9.5k | 149.84 |
| 2020-06-30 | $1.4M | 9.6k | 143.20 |