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 Q2	$427K	Buy	+4,268	New	+$515K	0.04%	325
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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 4,268 shares worth $427K. The stake represents 0.04% of the portfolio and ranks #325 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in IWF as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in IWF in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.8M in Q4 2020. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Coppell Advisory Solutions held 4,268 shares of iShares Russell 1000 Growth ETF worth $427K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Coppell Advisory Solutions position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.04% of Coppell Advisory Solutions's portfolio in Q2 2026, its #325 holding.
Coppell Advisory Solutions first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 13 quarters since.
Coppell Advisory Solutions's iShares Russell 1000 Growth ETF position peaked at $1.8M in Q4 2020.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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