Coppell Advisory Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-337	Closed	-$74.4K	–	1104
2024 Q4	$74.4K	Hold	337	–	–	0.01%	488
2024 Q3	$74.3K	Sell	337 -63	-16%	-$13.5K	0.01%	454
2024 Q2	$81.2K	Buy	+400	New	+$80.8K	0.01%	400
2023 Q4	$69.4K	Buy	346 +254	+276%	+$45.5K	0.01%	428
2023 Q3	$16K	Sell	92 -257	-74%	-$48.2K	0.01%	527
2023 Q2	$65K	Buy	+349	New	+$62.2K	0.02%	315
2023 Q1	–	Sell	-92	Closed	-$16K	–	656
2022 Q4	$16K	Buy	+92	New	+$16.4K	0.01%	532
2020 Q4	$38K	Buy	+196	New	+$34.3K	0.02%	157

Other funds holding IWM

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return