Copia Wealth Management Ishares Core S&P Sm Cap ETF Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Copia Wealth Management holds 2,795 shares of IJR stock, worth $326,595. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,795
Previous 2,404 16.26%
Holding current value
$326,595
Previous $263 Million 26.41%
% of portfolio
0.25%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$108.46 - $120.63 $42,407 - $47,166
391 Added 16.26%
2,795 $332 Million
Q1 2025

Apr 17, 2025
BUY
$102.49 - $119.96 $11,786 - $13,795
115 Added 5.02%
2,404 $251 Million
Q4 2024

Mar 06, 2025
BUY
$113.92 - $127.38 $260,762 - $291,572
2,289 New
2,289 $264 Million

Others Institutions Holding IJR

# of Institutions
2,889
Shares Held
537M
Call Options Held
490K
Put Options Held
348K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email