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

Coppell Advisory Solutions Corp’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.44M Buy
+8,042
New +$1.36M 0.27% 85
2023
Q1 		$1.15M Buy
7,631
+4,753
+165% +$734K 0.38% 71
2022
Q4 		$437K Buy
+2,878
New +$431K 0.15% 120

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coppell Advisory Solutions Corp's IWD Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2024: 8,042 shares worth $1.44M. The stake represents 0.27% of the portfolio and ranks #85 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in IWD as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in IWD in Q4 2022 and has held it in 3 quarters since. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

  • Coppell Advisory Solutions Corp held 8,042 shares of iShares Russell 1000 Value ETF worth $1.44M as of Q1 2024.
  • iShares Russell 1000 Value ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares Russell 1000 Value ETF made up 0.27% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #85 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 3 quarters since.
  • 1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.