Coppell Advisory Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$68.4K	Sell
2024 Q3	$74.9K	Buy
2024 Q2	$62.1K	Buy
2023 Q4	$276K	Buy
2023 Q3	–	Sell
2023 Q2	$48.4K	Buy