Coppell Advisory Solutions’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-132
Closed -$16.4K 1062
2024
Q4
$16.4K Hold
132
﹤0.01% 940
2024
Q3
$16.3K Sell
132
-249
-65% -$29.6K ﹤0.01% 937
2024
Q2
$43.2K Buy
+381
New +$43.5K 0.01% 535
2023
Q4
$15.1K Buy
+132
New +$13.6K ﹤0.01% 824
2023
Q3
Sell
-199
Closed -$21.2K 1354
2023
Q2
$21.2K Buy
+199
New +$20.2K 0.01% 549

Other funds holding IJJ

Coppell Advisory Solutions's IJJ Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2025, closing a stake of 132 shares — an estimated $16.4K sold.

Coppell Advisory Solutions first reported a position in IJJ in Q2 2023 and held it in 5 quarters. The position peaked at $43.2K in Q2 2024. 817 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 132 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $16.4K.
  • Coppell Advisory Solutions first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's iShares S&P Mid-Cap 400 Value ETF position peaked at $43.2K in Q2 2024.
  • 817 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.