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Coppell Advisory Solutions’s iShares US Financials ETF IYF Stock Holding History

Coppell Advisory Solutions’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-113
Closed -$12.5K – 1116
2024
Q4 		$12.5K Hold
113
– – ﹤0.01% 1032
2024
Q3 		$11.7K Hold
113
– – ﹤0.01% 1033
2024
Q2 		$10.7K Buy
+113
New +$10.6K ﹤0.01% 984
2023
Q4 		$13.8K Buy
+162
New +$12.6K ﹤0.01% 851

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Coppell Advisory Solutions's IYF Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares US Financials ETF (IYF) in Q1 2025, closing a stake of 113 shares — an estimated $12.5K sold.

Coppell Advisory Solutions first reported a position in IYF in Q4 2023 and held it in 4 quarters. The position peaked at $13.8K in Q4 2023. 424 funds tracked by Wall St. Rank hold IYF as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares US Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 113 iShares US Financials ETF shares in Q1 2025, an estimated $12.5K.
  • Coppell Advisory Solutions first reported a position in iShares US Financials ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's iShares US Financials ETF position peaked at $13.8K in Q4 2023.
  • 424 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.