Coppell Advisory Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.5M Buy
+88
New +$34.9K 0.87% 24
2026
Q1
Sell
-764
Closed -$287K 195
2025
Q4
$287K Hold
764
0.03% 336
2025
Q3
$278K Buy
+764
New +$269K 0.03% 339
2025
Q2
Sell
-1,534
Closed -$563K 394
2025
Q1
$563K Buy
1,534
+1,142
+291% +$369K 0.08% 198
2024
Q4
$127K Hold
392
0.02% 372
2024
Q3
$123K Sell
392
-44
-10% -$13.3K 0.02% 361
2024
Q2
$130K Buy
+436
New +$125K 0.02% 337
2023
Q4
$103K Buy
+392
New +$96K 0.02% 363
2023
Q3
Sell
-456
Closed -$110K 1372
2023
Q2
$110K Buy
+456
New +$105K 0.03% 255

Other funds holding IWB

Coppell Advisory Solutions's IWB Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 88 shares worth $10.5M. The stake represents 0.87% of the portfolio and ranks #24 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in IWB as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in IWB in Q2 2023 and has held it in 9 quarters since. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Coppell Advisory Solutions held 88 shares of iShares Russell 1000 ETF worth $10.5M as of Q2 2026.
  • iShares Russell 1000 ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.87% of Coppell Advisory Solutions's portfolio in Q2 2026, its #24 holding.
  • Coppell Advisory Solutions first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 9 quarters since.
  • 1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.