Coppell Advisory Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,600	Closed	-$668K	–	197
2025 Q4	$668K	Sell	5,600 -132	-2%	-$15.6K	0.07%	222
2025 Q3	$669K	Buy	5,732 +1,040	+22%	+$116K	0.07%	215
2025 Q2	$495K	Buy	+4,692	New	+$449K	0.06%	240
2025 Q1	–	Sell	-6,780	Closed	-$687K	–	1103
2024 Q4	$687K	Sell	6,780 -2,436	-26%	-$240K	0.1%	144
2024 Q3	$861K	Sell	9,216 -2,344	-20%	-$213K	0.13%	131
2024 Q2	$1.05M	Buy	+11,560	New	+$987K	0.17%	106
2023 Q4	$930K	Buy	12,276 +540	+5%	+$38.2K	0.19%	115
2023 Q3	$629K	Sell	11,736 -9,268	-44%	-$640K	0.22%	101
2023 Q2	$1.42M	Buy	21,004 +11,952	+132%	+$760K	0.4%	63
2023 Q1	$544K	Sell	9,052 -2,684	-23%	-$155K	0.18%	122
2022 Q4	$629K	Buy	+11,736	New	+$646K	0.21%	103
2020 Q4	$1.8M	Buy	+29,812	New	+$1.7M	0.91%	25

Other funds holding IWF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 5,600 shares — an estimated $668K sold.

Coppell Advisory Solutions first reported a position in IWF in Q4 2020 and held it in 12 quarters. The position peaked at $1.8M in Q4 2020. 2,434 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Coppell Advisory Solutions reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 5,600 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $668K.
Coppell Advisory Solutions first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 12 quarters.
Coppell Advisory Solutions's iShares Russell 1000 Growth ETF position peaked at $1.8M in Q4 2020.
2,434 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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