Coppell Advisory Solutions’s iShares S&P 100 ETF OEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-291
Closed -$84.5K 1363
2024
Q4
$84.5K Sell
291
-69
-19% -$19.7K 0.01% 458
2024
Q3
$99.1K Buy
360
+351
+3,900% +$93.8K 0.01% 399
2024
Q2
$2.38K Buy
+9
New +$2.25K ﹤0.01% 1358
2023
Q4
$161K Buy
+720
New +$151K 0.03% 288

Other funds holding OEF

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

Coppell Advisory Solutions sold out of iShares S&P 100 ETF (OEF) in Q1 2025, closing a stake of 291 shares — an estimated $84.5K sold.

Coppell Advisory Solutions first reported a position in OEF in Q4 2023 and held it in 4 quarters. The position peaked at $161K in Q4 2023. 891 funds tracked by Wall St. Rank hold OEF as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares S&P 100 ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 291 iShares S&P 100 ETF shares in Q1 2025, an estimated $84.5K.
  • Coppell Advisory Solutions first reported a position in iShares S&P 100 ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's iShares S&P 100 ETF position peaked at $161K in Q4 2023.
  • 891 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2025.

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