Coldstream Capital Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Coldstream Capital Management’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
2026 Q2	$293K	Sell	1,640 -352	-18%	-$57K	﹤0.01%	976
2026 Q1	$288K	Hold	1,992	–	–	﹤0.01%	953
2025 Q4	$281K	Hold	1,992	–	–	﹤0.01%	927
2025 Q3	$282K	Hold	1,992	–	–	﹤0.01%	967
2025 Q2	$265K	Buy	1,992 +1,500	+305%	+$188K	﹤0.01%	948
2025 Q1	$61.3K	Sell	492 -1,095	-69%	-$146K	﹤0.01%	1600
2024 Q4	$215K	Buy	+1,587	New	+$225K	﹤0.01%	982
2022 Q1	–	Sell	-1,450	Closed	-$201K	–	818
2021 Q4	$201K	Buy	+1,450	New	+$197K	0.01%	816
2019 Q4	–	Sell	-2,984	Closed	-$266K	–	360
2019 Q3	$266K	Sell	2,984 -160	-5%	-$14.4K	0.02%	266
2019 Q2	$287K	Hold	3,144	–	–	0.02%	253
2019 Q1	$280K	Sell	3,144 -3,552	-53%	-$314K	0.02%	245
2018 Q4	$540K	Buy	6,696 +4,458	+199%	+$397K	0.05%	194
2018 Q3	$226K	Sell	2,238 -150	-6%	-$15.1K	0.02%	320
2018 Q2	$226K	Sell	2,388 -140	-6%	-$12.8K	0.02%	295
2018 Q1	$219K	Sell	2,528 -28	-1%	-$2.44K	0.02%	271
2017 Q4	$217K	Buy	2,556 +20	+0.8%	+$1.67K	0.02%	290
2017 Q3	$209K	Sell	2,536 -242	-9%	-$18.9K	0.02%	289
2017 Q2	$217K	Buy	+2,778	New	+$214K	0.03%	252

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Coldstream Capital Management's IJT Position: Q2 2026 in Review

Coldstream Capital Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 18% in Q2 2026, selling an estimated $57K and leaving 1,640 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Coldstream Capital Management first reported a position in IJT in Q2 2017 and has held it in 18 quarters since. The position peaked at $540K in Q4 2018. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Coldstream Capital Management held 1,640 shares of iShares S&P Small-Cap 600 Growth ETF worth $293K as of Q2 2026.
Coldstream Capital Management sold 352 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $57K.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #976 holding.
Coldstream Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2017 and has held it in 18 quarters since.
Coldstream Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $540K in Q4 2018.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.