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iShares S&P 500 Value Index shares owned by Coppell Advisory Solutions

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Coppell Advisory Solutions from 13F filings

Historical chart of Coppell Advisory Solutions investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Coppell Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $18M 17 1037026.71
2024-12-31 $68k 359 190.63
2024-09-30 $75k 381 196.50
2024-06-30 $62k 341 182.01
2023-12-31 $276k 1.6k 173.89
2023-06-30 $48k 303 159.59

More positions owned by Coppell Advisory Solutions

Sofi Technologies (SOFI)
Amplify Etf Tr Block Techn Etf (BLOK)
Robinhood Mkts Com Cl A (HOOD)
Tyson Foods Cl A (TSN)
Solstice Advanced Matls Com Shs (SOLS)
Vertex Pharmaceuticals Incorporated (VRTX)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Rollins (ROL)
Ishares Tr Global Finls Etf (IXG)
Ishares Tr Expanded Tech (IGV)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Series Trust St Str Sp Div (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tidal Trust I Foli Al Rate Etf (RISR)

View all positions for Coppell Advisory Solutions

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Stifel Financial
Cetera Investment Advisers
Ameriprise Financial
CWM
Pnc Financial Services
Lido Advisors
BlackRock
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index