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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.28M	Buy	+456	New	+$95.5K	0.11%	161
2025 Q1	–	Sell	-929	Closed	-$152K	–	1105
2024 Q4	$152K	Sell	929 -250	-21%	-$42.7K	0.02%	330
2024 Q3	$196K	Sell	1,179 -659	-36%	-$107K	0.03%	288
2024 Q2	$280K	Buy	+1,838	New	+$281K	0.05%	212
2023 Q4	$323K	Buy	2,083 +749	+56%	+$104K	0.06%	193
2023 Q3	$185K	Sell	1,334 -591	-31%	-$84.7K	0.06%	165
2023 Q2	$271K	Buy	+1,925	New	+$260K	0.08%	157
2023 Q1	–	Sell	-1,334	Closed	-$185K	–	657
2022 Q4	$185K	Buy	+1,334	New	+$188K	0.06%	170
2020 Q4	$755K	Buy	+5,730	New	+$676K	0.38%	73

Other funds holding IWN

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

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 456 shares worth $1.28M. The stake represents 0.11% of the portfolio and ranks #161 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in IWN as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in IWN in Q4 2020 and has held it in 9 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Coppell Advisory Solutions held 456 shares of iShares Russell 2000 Value ETF worth $1.28M as of Q2 2026.
iShares Russell 2000 Value ETF was a new Coppell Advisory Solutions position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.11% of Coppell Advisory Solutions's portfolio in Q2 2026, its #161 holding.
Coppell Advisory Solutions first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 9 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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