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Coppell Advisory Solutions Corp’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.21M Buy
+10,972
New +$1.17M 0.23% 102
2023
Q1 		– Sell
-49
Closed -$4.64K – 638
2022
Q4 		$4.64K Buy
+49
New +$4.7K ﹤0.01% 728

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Coppell Advisory Solutions Corp's IJR Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2024: 10,972 shares worth $1.21M. The stake represents 0.23% of the portfolio and ranks #102 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in IJR as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in IJR in Q4 2022 and has held it in 2 quarters since. 2,325 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

  • Coppell Advisory Solutions Corp held 10,972 shares of iShares Core S&P Small-Cap ETF worth $1.21M as of Q1 2024.
  • iShares Core S&P Small-Cap ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares Core S&P Small-Cap ETF made up 0.23% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #102 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 2 quarters since.
  • 2,325 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.