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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,470
Closed -$906K 395
2025
Q1
$906K Buy
7,470
+7,140
+2,164% +$637K 0.13% 159
2024
Q4
$29.2K Sell
330
-311
-49% -$28.2K ﹤0.01% 747
2024
Q3
$56.4K Sell
641
-11,950
-95% -$1.01M 0.01% 516
2024
Q2
$1.02M Buy
+12,591
New +$1.02M 0.17% 108
2023
Q4
$49.8K Buy
+641
New +$45.5K 0.01% 495
2023
Q3
Sell
-679
Closed -$49.1K 1374
2023
Q2
$49.1K Buy
+679
New +$47.2K 0.01% 373
2020
Q4
$1.26M Buy
+18,378
New +$1.17M 0.64% 38

Other funds holding IWR

Coppell Advisory Solutions's IWR Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2025, closing a stake of 7,470 shares — an estimated $906K sold.

Coppell Advisory Solutions first reported a position in IWR in Q4 2020 and held it in 7 quarters. The position peaked at $1.26M in Q4 2020. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

  • Coppell Advisory Solutions reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 7,470 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $906K.
  • Coppell Advisory Solutions first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 7 quarters.
  • Coppell Advisory Solutions's iShares Russell Mid-Cap ETF position peaked at $1.26M in Q4 2020.
  • 1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.