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Coppell Advisory Solutions Corp’s iShares US Healthcare ETF IYH Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$407K Buy
7,545
+7,295
+2,918% +$400K 0.13% 134
2022
Q4 		$14.2K Buy
+250
New +$13.8K ﹤0.01% 549

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Coppell Advisory Solutions Corp's IYH Position: Q1 2023 in Review

Coppell Advisory Solutions Corp increased its iShares US Healthcare ETF (IYH) stake by 2,918% in Q1 2023, buying an estimated $400K and bringing the position to 7,545 shares worth $407K. The position accounts for 0.13% of the portfolio, ranked #134.

Coppell Advisory Solutions Corp first reported a position in IYH in Q4 2022 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

  • Coppell Advisory Solutions Corp held 7,545 shares of iShares US Healthcare ETF worth $407K as of Q1 2023.
  • Coppell Advisory Solutions Corp bought 7,295 iShares US Healthcare ETF shares in Q1 2023, an estimated $400K.
  • iShares US Healthcare ETF made up 0.13% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #134 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 2 quarters since.
  • 474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.