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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 2,984 shares — an estimated $632K sold.

Coppell Advisory Solutions first reported a position in IWD in Q4 2020 and held it in 12 quarters. The position peaked at $4.53M in Q4 2020. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Coppell Advisory Solutions reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 2,984 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $632K.
Coppell Advisory Solutions first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 12 quarters.
Coppell Advisory Solutions's iShares Russell 1000 Value ETF position peaked at $4.53M in Q4 2020.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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