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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Coppell Advisory Solutions's IWM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 337 shares — an estimated $74.4K sold.

Coppell Advisory Solutions first reported a position in IWM in Q4 2020 and held it in 8 quarters. The position peaked at $81.2K in Q2 2024. 2,365 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 337 iShares Russell 2000 ETF shares in Q1 2025, an estimated $74.4K.
Coppell Advisory Solutions first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 8 quarters.
Coppell Advisory Solutions's iShares Russell 2000 ETF position peaked at $81.2K in Q2 2024.
2,365 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.