Coppell Advisory Solutions’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Coppell Advisory Solutions’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-58,028	Closed	-$3.87M	–	186
2025 Q4	$3.87M	Buy	58,028 +11,278	+24%	+$739K	0.38%	48
2025 Q3	$3.05M	Buy	46,750 +3,644	+8%	+$234K	0.32%	60
2025 Q2	$2.67M	Buy	+43,106	New	+$2.53M	0.32%	60
2025 Q1	–	Sell	-31,257	Closed	-$1.94M	–	1061
2024 Q4	$1.94M	Buy	31,257 +2,360	+8%	+$151K	0.27%	77
2024 Q3	$1.8M	Buy	28,897 +3,692	+15%	+$223K	0.26%	82
2024 Q2	$1.48M	Buy	+25,205	New	+$1.48M	0.24%	89
2023 Q4	$996K	Buy	+17,960	New	+$911K	0.2%	111
2023 Q3	–	Sell	-1,625	Closed	-$84.5K	–	1353
2023 Q2	$84.5K	Buy	+1,625	New	+$80.8K	0.02%	286

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coppell Advisory Solutions's IJH Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 58,028 shares — an estimated $3.87M sold.

Coppell Advisory Solutions first reported a position in IJH in Q2 2023 and held it in 8 quarters. The position peaked at $3.87M in Q4 2025. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Coppell Advisory Solutions reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 58,028 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.87M.
Coppell Advisory Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and held it in 8 quarters.
Coppell Advisory Solutions's iShares Core S&P Mid-Cap ETF position peaked at $3.87M in Q4 2025.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.