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Coppell Advisory Solutions Corp’s iShares Russell 2000 Value ETF IWN Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$342K Buy
+2,155
New +$326K 0.06% 183
2023
Q1 		– Sell
-1,334
Closed -$185K – 657
2022
Q4 		$185K Buy
+1,334
New +$188K 0.06% 170

Other funds holding IWN

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in iShares Russell 2000 Value ETF (IWN) in Q1 2024: 2,155 shares worth $342K. The stake represents 0.06% of the portfolio and ranks #183 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in IWN as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in IWN in Q4 2022 and has held it in 2 quarters since. 952 funds tracked by Wall St. Rank hold IWN as of Q1 2024.

  • Coppell Advisory Solutions Corp held 2,155 shares of iShares Russell 2000 Value ETF worth $342K as of Q1 2024.
  • iShares Russell 2000 Value ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares Russell 2000 Value ETF made up 0.06% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #183 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 952 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2024.

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