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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$769K	Buy	+30,936	New	+$4.25M	0.06%	222
2026 Q1	–	Sell	-26,909	Closed	-$3.27M	–	187
2025 Q4	$3.27M	Buy	26,909 +6,153	+30%	+$736K	0.32%	62
2025 Q3	$2.46M	Buy	20,756 +2,071	+11%	+$238K	0.26%	73
2025 Q2	$2.05M	Buy	+18,685	New	+$1.93M	0.24%	79
2025 Q1	–	Sell	-11,841	Closed	-$1.36M	–	1063
2024 Q4	$1.36M	Buy	11,841 +2,092	+21%	+$250K	0.19%	106
2024 Q3	$1.14M	Buy	9,749 +1,665	+21%	+$188K	0.17%	116
2024 Q2	$862K	Buy	+8,084	New	+$865K	0.14%	120
2023 Q4	$1.25M	Buy	11,544 +11,495	+23,459%	+$1.11M	0.25%	89
2023 Q3	$4.64K	Sell	49 -2,264	-98%	-$226K	﹤0.01%	725
2023 Q2	$230K	Buy	+2,313	New	+$220K	0.07%	173
2023 Q1	–	Sell	-49	Closed	-$4.64K	–	638
2022 Q4	$4.64K	Buy	+49	New	+$4.7K	﹤0.01%	728
2020 Q4	$208K	Buy	+2,268	New	+$186K	0.1%	149

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Coppell Advisory Solutions's IJR Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 30,936 shares worth $769K. The stake represents 0.06% of the portfolio and ranks #222 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in IJR as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in IJR in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.27M in Q4 2025. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Coppell Advisory Solutions held 30,936 shares of iShares Core S&P Small-Cap ETF worth $769K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Coppell Advisory Solutions position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.06% of Coppell Advisory Solutions's portfolio in Q2 2026, its #222 holding.
Coppell Advisory Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 12 quarters since.
Coppell Advisory Solutions's iShares Core S&P Small-Cap ETF position peaked at $3.27M in Q4 2025.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.