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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$577K Buy
+8
New +$1.23K 0.05% 264
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

Coppell Advisory Solutions's DVY Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 8 shares worth $577K. The stake represents 0.05% of the portfolio and ranks #264 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in DVY as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in DVY in Q4 2020 and has held it in 10 quarters since. The position peaked at $7.34M in Q1 2023. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Coppell Advisory Solutions held 8 shares of iShares Select Dividend ETF worth $577K as of Q2 2026.
  • iShares Select Dividend ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • iShares Select Dividend ETF made up 0.05% of Coppell Advisory Solutions's portfolio in Q2 2026, its #264 holding.
  • Coppell Advisory Solutions first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 10 quarters since.
  • Coppell Advisory Solutions's iShares Select Dividend ETF position peaked at $7.34M in Q1 2023.
  • 1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.