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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-640	Closed	-$86.8K	–	1065
2024 Q4	$86.8K	Hold	640	–	–	0.01%	450
2024 Q3	$88.9K	Sell	640 -10	-2%	-$1.35K	0.01%	417
2024 Q2	$83.5K	Buy	+650	New	+$83.1K	0.01%	397
2023 Q4	$36.3K	Buy	290 +80	+38%	+$8.97K	0.01%	571
2023 Q3	$22.7K	Sell	210 -164	-44%	-$18.9K	0.01%	475
2023 Q2	$43K	Buy	+374	New	+$40.8K	0.01%	431
2023 Q1	–	Sell	-210	Closed	-$22.7K	–	639
2022 Q4	$22.7K	Buy	+210	New	+$23.1K	0.01%	482

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2025, closing a stake of 640 shares — an estimated $86.8K sold.

Coppell Advisory Solutions first reported a position in IJT in Q4 2022 and held it in 7 quarters. The position peaked at $88.9K in Q3 2024. 716 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 640 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $86.8K.
Coppell Advisory Solutions first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's iShares S&P Small-Cap 600 Growth ETF position peaked at $88.9K in Q3 2024.
716 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

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