Coppell Advisory Solutions’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,734	Closed	-$1.88M	–	199
2025 Q4	$1.88M	Buy	6,734 +99	+1%	+$27.4K	0.18%	115
2025 Q3	$1.8M	Buy	6,635 +541	+9%	+$140K	0.19%	118
2025 Q2	$1.49M	Buy	+6,094	New	+$1.36M	0.18%	126
2025 Q1	–	Sell	-5,518	Closed	-$1.31M	–	1110
2024 Q4	$1.31M	Sell	5,518 -361	-6%	-$82.9K	0.18%	108
2024 Q3	$1.29M	Buy	5,879 +4,628	+370%	+$985K	0.19%	107
2024 Q2	$268K	Buy	+1,251	New	+$249K	0.04%	216
2023 Q4	$1.4M	Buy	+8,012	New	+$1.32M	0.28%	83

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2026, closing a stake of 6,734 shares — an estimated $1.88M sold.

Coppell Advisory Solutions first reported a position in IWY in Q4 2023 and held it in 7 quarters. The position peaked at $1.88M in Q4 2025. 642 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Coppell Advisory Solutions reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 6,734 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $1.88M.
Coppell Advisory Solutions first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and held it in 7 quarters.
Coppell Advisory Solutions's iShares Russell Top 200 Growth ETF position peaked at $1.88M in Q4 2025.
642 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

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