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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.05M Buy
2025
Q1
Sell
2024
Q4
$1.36M Buy
2024
Q3
$1.14M Buy
2024
Q2
$862K Buy
2023
Q4
$1.25M Buy
2023
Q3
$4.64K Sell
2023
Q2
$230K Buy
2023
Q1
Sell
2022
Q4
$4.64K Buy
2020
Q4
$208K Buy