Coppell Advisory Solutions’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$75 Buy
+39,497
New +$1.07M ﹤0.01% 550
2026
Q1
Sell
-27,310
Closed -$668K 170
2025
Q4
$668K Buy
27,310
+3,925
+17% +$95.5K 0.07% 223
2025
Q3
$570K Buy
23,385
+4,845
+26% +$117K 0.06% 234
2025
Q2
$433K Sell
18,540
-6,830
-27% -$157K 0.05% 263
2025
Q1
$258K Buy
25,370
+22,745
+866% +$532K 0.04% 285
2024
Q4
$58.6K Buy
2,625
+250
+11% +$5.87K 0.01% 541
2024
Q3
$55.6K Hold
2,375
0.01% 521
2024
Q2
$51.6K Buy
+2,375
New +$51.7K 0.01% 491
2023
Q4
$111K Buy
5,420
+4,900
+942% +$96.5K 0.02% 355
2023
Q3
$10.8K Buy
+520
New +$10.6K ﹤0.01% 594
2023
Q1
Sell
-520
Closed -$10.8K 581
2022
Q4
$10.8K Buy
+520
New +$10.6K ﹤0.01% 598

Other funds holding HDV

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

Coppell Advisory Solutions opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 39,497 shares worth $75. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in HDV as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in HDV in Q4 2022 and has held it in 11 quarters since. The position peaked at $668K in Q4 2025. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Coppell Advisory Solutions held 39,497 shares of iShares Core High Dividend ETF worth $75 as of Q2 2026.
  • iShares Core High Dividend ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • iShares Core High Dividend ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #550 holding.
  • Coppell Advisory Solutions first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 11 quarters since.
  • Coppell Advisory Solutions's iShares Core High Dividend ETF position peaked at $668K in Q4 2025.
  • 879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

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