Coppell Advisory Solutions Corp’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Coppell Advisory Solutions Corp's DVY Position: Q1 2024 in Review
Coppell Advisory Solutions Corp opened a new position in iShares Select Dividend ETF (DVY) in Q1 2024: 3,775 shares worth $465K. The stake represents 0.09% of the portfolio and ranks #154 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in DVY as recently as Q1 2023.
Coppell Advisory Solutions Corp first reported a position in DVY in Q4 2022 and has held it in 3 quarters since. The position peaked at $7.34M in Q1 2023. 1,228 funds tracked by Wall St. Rank hold DVY as of Q1 2024.
- Coppell Advisory Solutions Corp held 3,775 shares of iShares Select Dividend ETF worth $465K as of Q1 2024.
- iShares Select Dividend ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
- iShares Select Dividend ETF made up 0.09% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #154 holding.
- Coppell Advisory Solutions Corp first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 3 quarters since.
- Coppell Advisory Solutions Corp's iShares Select Dividend ETF position peaked at $7.34M in Q1 2023.
- 1,228 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2024.
Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.