Coppell Advisory Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Coppell Advisory Solutions's IVE Position: Q2 2026 in Review
Coppell Advisory Solutions opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 17 shares worth $17.6M. The stake represents 1.46% of the portfolio and ranks #13 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in IVE as recently as Q4 2024.
Coppell Advisory Solutions first reported a position in IVE in Q2 2023 and has held it in 6 quarters since. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Coppell Advisory Solutions held 17 shares of iShares S&P 500 Value ETF worth $17.6M as of Q2 2026.
- iShares S&P 500 Value ETF was a new Coppell Advisory Solutions position in Q2 2026.
- iShares S&P 500 Value ETF made up 1.46% of Coppell Advisory Solutions's portfolio in Q2 2026, its #13 holding.
- Coppell Advisory Solutions first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 6 quarters since.
- 1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.