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

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

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	1.65%	12

Other funds holding IWP

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Coppell Advisory Solutions's IWP Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 7,470 shares — an estimated $1.03M sold.

Coppell Advisory Solutions first reported a position in IWP in Q4 2020 and held it in 11 quarters. The position peaked at $3.27M in Q4 2020. 1,179 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Coppell Advisory Solutions reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 7,470 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.03M.
Coppell Advisory Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 11 quarters.
Coppell Advisory Solutions's iShares Russell Mid-Cap Growth ETF position peaked at $3.27M in Q4 2020.
1,179 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.