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

Coppell Advisory Solutions’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Coppell Advisory Solutions's IWB Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 764 shares — an estimated $287K sold.

Coppell Advisory Solutions first reported a position in IWB in Q2 2023 and held it in 8 quarters. The position peaked at $563K in Q1 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Coppell Advisory Solutions reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 764 iShares Russell 1000 ETF shares in Q1 2026, an estimated $287K.
Coppell Advisory Solutions first reported a position in iShares Russell 1000 ETF in Q2 2023 and held it in 8 quarters.
Coppell Advisory Solutions's iShares Russell 1000 ETF position peaked at $563K in Q1 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.