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 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 $162B AUM 16.35% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

Coppell Advisory Solutions sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 26,909 shares — an estimated $3.27M sold.

Coppell Advisory Solutions first reported a position in IJR in Q4 2020 and held it in 11 quarters. The position peaked at $3.27M in Q4 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Coppell Advisory Solutions reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 26,909 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $3.27M.
Coppell Advisory Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 11 quarters.
Coppell Advisory Solutions's iShares Core S&P Small-Cap ETF position peaked at $3.27M in Q4 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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