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Coppell Advisory Solutions’s iShares Micro-Cap ETF IWC Stock Holding History

Coppell Advisory Solutions’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-114
Closed -$14.9K – 1101
2024
Q4 		$14.9K Hold
114
– – ﹤0.01% 974
2024
Q3 		$14K Hold
114
– – ﹤0.01% 986
2024
Q2 		$13K Buy
+114
New +$13.1K ﹤0.01% 939
2023
Q4 		$13.2K Buy
+114
New +$11.6K ﹤0.01% 865
2023
Q3 		– Sell
-114
Closed -$12.4K – 1373
2023
Q2 		$12.4K Buy
+114
New +$12K ﹤0.01% 641

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Coppell Advisory Solutions's IWC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares Micro-Cap ETF (IWC) in Q1 2025, closing a stake of 114 shares — an estimated $14.9K sold.

Coppell Advisory Solutions first reported a position in IWC in Q2 2023 and held it in 5 quarters. The position peaked at $14.9K in Q4 2024. 208 funds tracked by Wall St. Rank hold IWC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares Micro-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 114 iShares Micro-Cap ETF shares in Q1 2025, an estimated $14.9K.
  • Coppell Advisory Solutions first reported a position in iShares Micro-Cap ETF in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's iShares Micro-Cap ETF position peaked at $14.9K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.