Coppell Advisory Solutions’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
+3,102
| New | +$600K | 0.07% | 214 |
|
|
2025
Q1 | – | Sell |
-5,551
| Closed | -$1.03M | – | 1102 |
|
|
2024
Q4 | $1.03M | Sell |
5,551
-241
| -4% | -$44.5K | 0.14% | 124 |
|
|
2024
Q3 | $1.1M | Sell |
5,792
-1,595
| -22% | -$302K | 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% | +$746K | 0.24% | 90 |
|
|
2023
Q3 | $437K | Sell |
2,878
-895
| -24% | -$136K | 0.15% | 117 |
|
|
2023
Q2 | $590K | Sell |
3,773
-3,858
| -51% | -$604K | 0.17% | 113 |
|
|
2023
Q1 | $1.15M | Buy |
7,631
+4,753
| +165% | +$715K | 0.38% | 71 |
|
|
2022
Q4 | $437K | Buy |
+2,878
| New | +$437K | 0.15% | 120 |
|
|
2020
Q4 | $4.53M | Buy |
+33,130
| New | +$4.53M | 2.28% | 7 |
|