Coppell Advisory Solutions’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.29M | Buy |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $437K | Sell |
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|
2023
Q2 | $590K | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $437K | Buy |
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|
2020
Q4 | $4.53M | Buy |
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