Coppell Advisory Solutions’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,534
| Closed | -$563K | – | 394 |
|
|
2025
Q1 | $563K | Buy |
1,534
+1,142
| +291% | +$419K | 0.08% | 198 |
|
|
2024
Q4 | $127K | Hold |
392
| – | – | 0.02% | 372 |
|
|
2024
Q3 | $123K | Sell |
392
-44
| -10% | -$13.8K | 0.02% | 361 |
|
|
2024
Q2 | $130K | Buy |
+436
| New | +$130K | 0.02% | 337 |
|
|
2023
Q4 | $103K | Buy |
+392
| New | +$103K | 0.02% | 363 |
|
|
2023
Q3 | – | Sell |
-456
| Closed | -$110K | – | 1372 |
|
|
2023
Q2 | $110K | Buy |
+456
| New | +$110K | 0.03% | 255 |
|