CAS
IWX icon

Coppell Advisory Solutions’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Coppell Advisory Solutions’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-767
Closed -$60.5K – 1109
2024
Q4 		$60.5K Hold
767
– – 0.01% 530
2024
Q3 		$62.1K Hold
767
– – 0.01% 500
2024
Q2 		$57.4K Buy
+767
New +$57.4K 0.01% 464

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2025, closing a stake of 767 shares — an estimated $60.5K sold.

Coppell Advisory Solutions first reported a position in IWX in Q2 2024 and held it in 3 quarters. The position peaked at $62.1K in Q3 2024. 220 funds tracked by Wall St. Rank hold IWX as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 767 iShares Russell Top 200 Value ETF shares in Q1 2025, an estimated $60.5K.
  • Coppell Advisory Solutions first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's iShares Russell Top 200 Value ETF position peaked at $62.1K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2025.

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