Coppell Advisory Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,470	Closed	-$1.03M	–	198
2025 Q4	$1.03M	Hold	7,470	–	–	0.1%	164
2025 Q3	$1.07M	Sell	7,470 -17	-0.2%	-$2.4K	0.11%	165
2025 Q2	$1.03M	Buy	+7,487	New	+$947K	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%	+$998K	0.3%	74
2024 Q2	$914K	Buy	+8,283	New	+$910K	0.15%	118
2023 Q4	$814K	Buy	7,788 +7,700	+8,750%	+$730K	0.16%	123
2023 Q3	$7.36K	Sell	88 -16,720	-99%	-$1.6M	﹤0.01%	656
2023 Q2	$1.61M	Buy	+16,808	New	+$1.53M	0.45%	52
2023 Q1	–	Sell	-88	Closed	-$7.36K	–	659
2022 Q4	$7.36K	Buy	+88	New	+$7.41K	﹤0.01%	661
2020 Q4	$3.27M	Buy	+31,907	New	+$3.04M	1.66%	12