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Coppell Advisory Solutions’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Coppell Advisory Solutions’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-932
Closed -$101K – 1064
2024
Q4 		$101K Sell
932
-99
-10% -$11K 0.01% 414
2024
Q3 		$111K Sell
1,031
-81
-7% -$8.41K 0.02% 378
2024
Q2 		$108K Buy
+1,112
New +$109K 0.02% 357
2023
Q4 		$189K Buy
+1,837
New +$167K 0.04% 272
2023
Q3 		– Sell
-74
Closed -$7.03K – 1356
2023
Q2 		$7.03K Buy
+74
New +$6.76K ﹤0.01% 773

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2025, closing a stake of 932 shares — an estimated $101K sold.

Coppell Advisory Solutions first reported a position in IJS in Q2 2023 and held it in 5 quarters. The position peaked at $189K in Q4 2023. 800 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 932 iShares S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $101K.
  • Coppell Advisory Solutions first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's iShares S&P Small-Cap 600 Value ETF position peaked at $189K in Q4 2023.
  • 800 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2025.

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