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Coppell Advisory Solutions Corp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$240K Buy
+887
New +$227K 0.05% 227
2023
Q1 		– Sell
-549
Closed -$118K – 658
2022
Q4 		$118K Buy
+549
New +$120K 0.04% 207

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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

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

Coppell Advisory Solutions Corp opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q1 2024: 887 shares worth $240K. The stake represents 0.05% of the portfolio and ranks #227 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in IWO as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in IWO in Q4 2022 and has held it in 2 quarters since. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

  • Coppell Advisory Solutions Corp held 887 shares of iShares Russell 2000 Growth ETF worth $240K as of Q1 2024.
  • iShares Russell 2000 Growth ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares Russell 2000 Growth ETF made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #227 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

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