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Coppell Advisory Solutions Corp’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.17M Buy
+13,904
New +$1.12M 0.22% 106
2023
Q1 		$544K Sell
9,052
-2,684
-23% -$155K 0.18% 122
2022
Q4 		$629K Buy
+11,736
New +$646K 0.21% 103

Other funds holding IWF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2024: 13,904 shares worth $1.17M. The stake represents 0.22% of the portfolio and ranks #106 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in IWF as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in IWF in Q4 2022 and has held it in 3 quarters since. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

  • Coppell Advisory Solutions Corp held 13,904 shares of iShares Russell 1000 Growth ETF worth $1.17M as of Q1 2024.
  • iShares Russell 1000 Growth ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares Russell 1000 Growth ETF made up 0.22% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #106 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 3 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

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