Coppell Advisory Solutions’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
+43,106
| New | +$2.67M | 0.32% | 60 |
|
|
2025
Q1 | – | Sell |
-31,257
| Closed | -$1.94M | – | 1061 |
|
|
2024
Q4 | $1.94M | Buy |
31,257
+2,360
| +8% | +$147K | 0.27% | 77 |
|
|
2024
Q3 | $1.8M | Buy |
28,897
+3,692
| +15% | +$230K | 0.26% | 82 |
|
|
2024
Q2 | $1.48M | Buy |
+25,205
| New | +$1.48M | 0.24% | 89 |
|
|
2023
Q4 | $996K | Buy |
+17,960
| New | +$996K | 0.2% | 111 |
|
|
2023
Q3 | – | Sell |
-1,625
| Closed | -$84.5K | – | 1353 |
|
|
2023
Q2 | $84.5K | Buy |
+1,625
| New | +$84.5K | 0.02% | 286 |
|