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iShares S&P MidCap 400 Index shares owned by Coppell Advisory Solutions

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Coppell Advisory Solutions from 13F filings

Historical chart of Coppell Advisory Solutions investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Coppell Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 47k 65.19
2025-06-30 $2.7M 43k 62.02
2024-12-31 $1.9M 31k 62.17
2024-09-30 $1.8M 29k 62.27
2024-06-30 $1.5M 25k 58.52
2023-12-31 $996k 3.6k 277.15
2023-06-30 $85k 325 259.90

More positions owned by Coppell Advisory Solutions

Ea Series Trust Burney Us Fctr (BRNY)
Listed Fds Tr Relative Strengt (RSMV)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Listed Fds Tr Yields For You I (YFYA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Coppell Advisory Solutions

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Raymond James Financial
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index