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Coppell Advisory Solutions Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$2.01M Buy
+17,569
New +$1.9M 0.38% 66
2023
Q1 		– Sell
-88
Closed -$7.36K – 659
2022
Q4 		$7.36K Buy
+88
New +$7.41K ﹤0.01% 661

Other funds holding IWP

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Coppell Advisory Solutions Corp opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2024: 17,569 shares worth $2.01M. The stake represents 0.38% of the portfolio and ranks #66 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in IWP as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in IWP in Q4 2022 and has held it in 2 quarters since. 1,037 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

  • Coppell Advisory Solutions Corp held 17,569 shares of iShares Russell Mid-Cap Growth ETF worth $2.01M as of Q1 2024.
  • iShares Russell Mid-Cap Growth ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares Russell Mid-Cap Growth ETF made up 0.38% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #66 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,037 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

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