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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
2023-12-31 $276k 1.6k 173.89
2023-06-30 $48k 303 159.59

More positions owned by Coppell Advisory Solutions

First Tr Exchange Traded Fd Iv First Tr Enh New Etf FTSM (FTSM)
First Tr Exchange Traded Fd Vi Tcw Opportunis Etf Fixd (FIXD)
Microsoft Corp MSFT (MSFT)
Apple Aapl (AAPL)
Jp Morgan Chase & Co JPM (JPM)
Kingsmen Resources Ord KNG (KNG)
Spdr Series Trust Spdr Bloomberg Etf Bil (BIL)
Broadcom Avgo (AVGO)
Ishares Trust Short Treas Bd Etf SHV (SHV)
First Trust Large Cap Value Al Com Shs Etf Fta (FTA)
Ishares Trust Core S&p500 Etf Ivv (IVV)
First Trust Exchange-traded Fu Cap Strength Etf FTCS (FTCS)
Vaneck Vectors Etf Trust Invt Grade Fltg Etf FLTR (FLTR)
Vanguard S&p 500 Etf Voo (VOO)
First Tst Value Li Shs Etf FVD (FVD)

View all positions for Coppell Advisory Solutions

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index