Coppell Advisory Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,819
Closed -$226K 194
2025
Q4
$226K Sell
1,819
-281
-13% -$34.4K 0.02% 364
2025
Q3
$252K Buy
2,100
+165
+9% +$19K 0.03% 353
2025
Q2
$212K Buy
+1,935
New +$192K 0.03% 349
2025
Q1
Sell
-1,946
Closed -$199K 1099
2024
Q4
$199K Sell
1,946
-202
-9% -$20.2K 0.03% 274
2024
Q3
$205K Buy
2,148
+320
+18% +$29.5K 0.03% 277
2024
Q2
$169K Buy
+1,828
New +$158K 0.03% 288
2023
Q4
$550K Buy
+7,328
New +$522K 0.11% 151
2023
Q3
Sell
-1,532
Closed -$107K 1371
2023
Q2
$107K Buy
+1,532
New +$101K 0.03% 259

Other funds holding IVW

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

Coppell Advisory Solutions sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 1,819 shares — an estimated $226K sold.

Coppell Advisory Solutions first reported a position in IVW in Q2 2023 and held it in 8 quarters. The position peaked at $550K in Q4 2023. 2,050 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,819 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $226K.
  • Coppell Advisory Solutions first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and held it in 8 quarters.
  • Coppell Advisory Solutions's iShares S&P 500 Growth ETF position peaked at $550K in Q4 2023.
  • 2,050 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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