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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.95M Buy
2025
Q1
Sell
2024
Q4
$4.88M Sell
2024
Q3
$5.55M Sell
2024
Q2
$5.41M Buy
2023
Q4
$6.43M Buy
2023
Q3
$1.84M Sell
2023
Q2
$3.06M Buy
2023
Q1
$2.2M Buy
2022
Q4
$1.84M Buy
2020
Q4
$1.57M Buy