Coppell Advisory Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,212	Closed	-$5.67M	–	193
2025 Q4	$5.67M	Buy	8,212 +95	+1%	+$64.5K	0.56%	35
2025 Q3	$5.41M	Buy	8,117 +97	+1%	+$62.5K	0.57%	33
2025 Q2	$4.95M	Buy	+8,020	New	+$4.6M	0.59%	33
2025 Q1	–	Sell	-8,259	Closed	-$4.88M	–	1098
2024 Q4	$4.88M	Sell	8,259 -1,402	-15%	-$830K	0.68%	26
2024 Q3	$5.55M	Sell	9,661 -230	-2%	-$128K	0.82%	25
2024 Q2	$5.41M	Buy	+9,891	New	+$5.2M	0.89%	21
2023 Q4	$6.43M	Buy	13,471 +8,683	+181%	+$3.89M	1.28%	11
2023 Q3	$1.84M	Sell	4,788 -2,155	-31%	-$964K	0.63%	37
2023 Q2	$3.06M	Buy	6,943 +1,532	+28%	+$646K	0.86%	21
2023 Q1	$2.2M	Buy	5,411 +623	+13%	+$250K	0.72%	30
2022 Q4	$1.84M	Buy	+4,788	New	+$1.85M	0.62%	38
2020 Q4	$1.57M	Buy	+4,195	New	+$1.49M	0.79%	31

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Coppell Advisory Solutions's IVV Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 8,212 shares — an estimated $5.67M sold.

Coppell Advisory Solutions first reported a position in IVV in Q4 2020 and held it in 12 quarters. The position peaked at $6.43M in Q4 2023. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Coppell Advisory Solutions reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 8,212 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $5.67M.
Coppell Advisory Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2020 and held it in 12 quarters.
Coppell Advisory Solutions's iShares Core S&P 500 ETF position peaked at $6.43M in Q4 2023.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.