Coppell Advisory Solutions’s iShares Select Dividend ETF DVY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,543	Closed	-$202K	–	747
2024 Q4	$202K	Sell	1,543 -110	-7%	-$15K	0.03%	272
2024 Q3	$223K	Sell	1,653 -1,079	-39%	-$140K	0.03%	266
2024 Q2	$331K	Buy	+2,732	New	+$332K	0.05%	194
2023 Q4	$516K	Sell	4,405 -49,286	-92%	-$5.42M	0.1%	154
2023 Q3	$6.48M	Buy	53,691 +20,336	+61%	+$2.31M	2.23%	4
2023 Q2	$3.76M	Sell	33,355 -29,921	-47%	-$3.41M	1.06%	20
2023 Q1	$7.34M	Buy	63,276 +9,585	+18%	+$1.16M	2.41%	3
2022 Q4	$6.48M	Buy	+53,691	New	+$6.35M	2.19%	4
2020 Q4	$305K	Buy	+3,170	New	+$288K	0.15%	129

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares Select Dividend ETF (DVY) in Q1 2025, closing a stake of 1,543 shares — an estimated $202K sold.

Coppell Advisory Solutions first reported a position in DVY in Q4 2020 and held it in 9 quarters. The position peaked at $7.34M in Q1 2023. 1,313 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 1,543 iShares Select Dividend ETF shares in Q1 2025, an estimated $202K.
Coppell Advisory Solutions first reported a position in iShares Select Dividend ETF in Q4 2020 and held it in 9 quarters.
Coppell Advisory Solutions's iShares Select Dividend ETF position peaked at $7.34M in Q1 2023.
1,313 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

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