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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$442K	Buy	+1,898	New	+$442K	0.04%	312
2026 Q1	–	Sell	-2,984	Closed	-$632K	–	196
2025 Q4	$632K	Sell	2,984 -55	-2%	-$11.4K	0.06%	229
2025 Q3	$618K	Sell	3,039 -63	-2%	-$12.5K	0.07%	223
2025 Q2	$600K	Buy	+3,102	New	+$574K	0.07%	214
2025 Q1	–	Sell	-5,551	Closed	-$1.03M	–	1102
2024 Q4	$1.03M	Sell	5,551 -241	-4%	-$46.2K	0.14%	124
2024 Q3	$1.1M	Sell	5,792 -1,595	-22%	-$291K	0.16%	118
2024 Q2	$1.29M	Buy	+7,387	New	+$1.29M	0.21%	97
2023 Q4	$1.22M	Buy	7,392 +4,514	+157%	+$697K	0.24%	90
2023 Q3	$437K	Sell	2,878 -895	-24%	-$142K	0.15%	117
2023 Q2	$590K	Sell	3,773 -3,858	-51%	-$590K	0.17%	113
2023 Q1	$1.15M	Buy	7,631 +4,753	+165%	+$734K	0.38%	71
2022 Q4	$437K	Buy	+2,878	New	+$431K	0.15%	120
2020 Q4	$4.53M	Buy	+33,130	New	+$4.25M	2.28%	7

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 1,898 shares worth $442K. The stake represents 0.04% of the portfolio and ranks #312 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in IWD as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in IWD in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.53M in Q4 2020. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Coppell Advisory Solutions held 1,898 shares of iShares Russell 1000 Value ETF worth $442K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Coppell Advisory Solutions position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Coppell Advisory Solutions's portfolio in Q2 2026, its #312 holding.
Coppell Advisory Solutions first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 13 quarters since.
Coppell Advisory Solutions's iShares Russell 1000 Value ETF position peaked at $4.53M in Q4 2020.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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