Coppell Advisory Solutions Corp’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.69M Buy
16,148
+16,017
+12,227% +$1.75M 0.55% 43
2022
Q4
$13.8K Buy
+131
New +$13.7K ﹤0.01% 558

Other funds holding IWS

Coppell Advisory Solutions Corp's IWS Position: Q1 2023 in Review

Coppell Advisory Solutions Corp increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 12,227% in Q1 2023, buying an estimated $1.75M and bringing the position to 16,148 shares worth $1.69M. The position accounts for 0.55% of the portfolio, ranked #43.

Coppell Advisory Solutions Corp first reported a position in IWS in Q4 2022 and has held it in 2 quarters since. 795 funds tracked by Wall St. Rank hold IWS as of Q1 2023.

  • Coppell Advisory Solutions Corp held 16,148 shares of iShares Russell Mid-Cap Value ETF worth $1.69M as of Q1 2023.
  • Coppell Advisory Solutions Corp bought 16,017 iShares Russell Mid-Cap Value ETF shares in Q1 2023, an estimated $1.75M.
  • iShares Russell Mid-Cap Value ETF made up 0.55% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #43 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 795 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.