CAS
Coppell Advisory Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
+7,487
| New | +$1.03M | 0.12% | 166 |
|
|
2025
Q1 | – | Sell |
-9,212
| Closed | -$1.17M | – | 1107 |
|
|
2024
Q4 | $1.17M | Sell |
9,212
-7,993
| -46% | -$1.02M | 0.16% | 114 |
|
|
2024
Q3 | $2.02M | Buy |
17,205
+8,922
| +108% | +$1.05M | 0.3% | 74 |
|
|
2024
Q2 | $914K | Buy |
+8,283
| New | +$914K | 0.15% | 118 |
|
|
2023
Q4 | $814K | Buy |
7,788
+7,700
| +8,750% | +$804K | 0.16% | 123 |
|
|
2023
Q3 | $7.36K | Sell |
88
-16,720
| -99% | -$1.4M | ﹤0.01% | 656 |
|
|
2023
Q2 | $1.61M | Buy |
+16,808
| New | +$1.61M | 0.45% | 52 |
|
|
2023
Q1 | – | Sell |
-88
| Closed | -$7.36K | – | 659 |
|
|
2022
Q4 | $7.36K | Buy |
+88
| New | +$7.36K | ﹤0.01% | 661 |
|
|
2020
Q4 | $3.28M | Buy |
+31,907
| New | +$3.28M | 1.65% | 12 |
|