Coppell Advisory Solutions’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-108	Closed	-$8.4K	–	1117
2024 Q4	$8.4K	Hold	108	–	–	﹤0.01%	1170
2024 Q3	$7.64K	Hold	108	–	–	﹤0.01%	1156
2024 Q2	$7.04K	Buy	+108	New	+$7.01K	﹤0.01%	1115
2023 Q4	$6.45K	Buy	+108	New	+$5.82K	﹤0.01%	1051
2023 Q3	–	Sell	-108	Closed	-$5.65K	–	1378
2023 Q2	$5.65K	Buy	+108	New	+$5.47K	﹤0.01%	829

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Coppell Advisory Solutions sold out of iShares US Financial Services ETF (IYG) in Q1 2025, closing a stake of 108 shares — an estimated $8.4K sold.

Coppell Advisory Solutions first reported a position in IYG in Q2 2023 and held it in 5 quarters. The position peaked at $8.4K in Q4 2024. 253 funds tracked by Wall St. Rank hold IYG as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares US Financial Services ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 108 iShares US Financial Services ETF shares in Q1 2025, an estimated $8.4K.
Coppell Advisory Solutions first reported a position in iShares US Financial Services ETF in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's iShares US Financial Services ETF position peaked at $8.4K in Q4 2024.
253 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.

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