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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth 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 Growth Index by Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 2.1k 120.16
2025-06-30 $212k 1.9k 109.49
2024-12-31 $199k 1.9k 102.42
2024-09-30 $205k 2.1k 95.26
2024-06-30 $169k 1.8k 92.54
2023-12-31 $550k 7.3k 75.10
2023-06-30 $107k 1.5k 69.56

More positions owned by Coppell Advisory Solutions

Ea Series Trust Burney Us Fctr (BRNY)
Listed Fds Tr Relative Strengt (RSMV)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Listed Fds Tr Yields For You I (YFYA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Coppell Advisory Solutions

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index