Coppell Advisory Solutions Corp’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$242K	Buy	+1,239	New	+$232K	0.05%	226

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q1 2024: 1,239 shares worth $242K. The stake represents 0.05% of the portfolio and ranks #226 among its holdings.

455 funds tracked by Wall St. Rank hold IWY as of Q1 2024.

Coppell Advisory Solutions Corp held 1,239 shares of iShares Russell Top 200 Growth ETF worth $242K as of Q1 2024.
iShares Russell Top 200 Growth ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
iShares Russell Top 200 Growth ETF made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #226 holding.
455 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2024.

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