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Coppell Advisory Solutions Corp’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-210
Closed -$22.7K – 639
2022
Q4 		$22.7K Buy
+210
New +$23.1K 0.01% 482

Other funds holding IJT

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PNC Financial Services Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Coppell Advisory Solutions Corp's IJT Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2023, closing a stake of 210 shares — an estimated $22.7K sold.

Coppell Advisory Solutions Corp first reported a position in IJT in Q4 2022 and held it in 1 quarter. The position peaked at $22.7K in Q4 2022. 617 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 210 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $22.7K.
  • Coppell Advisory Solutions Corp first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's iShares S&P Small-Cap 600 Growth ETF position peaked at $22.7K in Q4 2022.
  • 617 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.