CAS
IWO icon

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

Coppell Advisory Solutions’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-328
Closed -$94.6K – 1106
2024
Q4 		$94.6K Sell
328
-112
-25% -$33.1K 0.01% 429
2024
Q3 		$125K Sell
440
-342
-44% -$93.7K 0.02% 359
2024
Q2 		$205K Buy
+782
New +$203K 0.03% 253
2023
Q4 		$217K Buy
861
+312
+57% +$70.3K 0.04% 256
2023
Q3 		$118K Sell
549
-180
-25% -$43.1K 0.04% 204
2023
Q2 		$176K Buy
+729
New +$167K 0.05% 200
2023
Q1 		– Sell
-549
Closed -$118K – 658
2022
Q4 		$118K Buy
+549
New +$120K 0.04% 207
2020
Q4 		$708K Buy
+2,471
New +$630K 0.36% 78

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 328 shares — an estimated $94.6K sold.

Coppell Advisory Solutions first reported a position in IWO in Q4 2020 and held it in 8 quarters. The position peaked at $708K in Q4 2020. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 328 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $94.6K.
  • Coppell Advisory Solutions first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 8 quarters.
  • Coppell Advisory Solutions's iShares Russell 2000 Growth ETF position peaked at $708K in Q4 2020.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

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