Coppell Advisory Solutions Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$5.33M Buy
+10,131
New +$5.07M 1% 18
2023
Q1
$2.2M Buy
5,411
+623
+13% +$250K 0.72% 30
2022
Q4
$1.84M Buy
+4,788
New +$1.85M 0.62% 38

Other funds holding IVV

Coppell Advisory Solutions Corp's IVV Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2024: 10,131 shares worth $5.33M. The stake represents 1% of the portfolio and ranks #18 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in IVV as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in IVV in Q4 2022 and has held it in 3 quarters since. 3,081 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

  • Coppell Advisory Solutions Corp held 10,131 shares of iShares Core S&P 500 ETF worth $5.33M as of Q1 2024.
  • iShares Core S&P 500 ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares Core S&P 500 ETF made up 1% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #18 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 3 quarters since.
  • 3,081 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.