Coppell Advisory Solutions’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-932
| Closed | -$101K | – | 1064 |
|
2024
Q4 | $101K | Sell |
932
-99
| -10% | -$10.7K | 0.01% | 414 |
|
2024
Q3 | $111K | Sell |
1,031
-81
| -7% | -$8.69K | 0.02% | 378 |
|
2024
Q2 | $108K | Buy |
+1,112
| New | +$108K | 0.02% | 357 |
|
2023
Q4 | $189K | Buy |
+1,837
| New | +$189K | 0.04% | 272 |
|
2023
Q3 | – | Sell |
-74
| Closed | -$7.03K | – | 1356 |
|
2023
Q2 | $7.03K | Buy |
+74
| New | +$7.03K | ﹤0.01% | 773 |
|