Coppell Advisory Solutions Corp’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.44M Buy
+8,042
New +$1.44M 0.27% 85
2023
Q1
$1.15M Buy
7,631
+4,753
+165% +$715K 0.38% 71
2022
Q4
$437K Buy
+2,878
New +$437K 0.15% 120