Cooper/Haims Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Cooper/Haims Advisors’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	$263K	Hold	1,472	–	–	0.11%	85
2026 Q1	$213K	Hold	1,472	–	–	0.1%	92
2025 Q4	$208K	Hold	1,472	–	–	0.09%	90
2025 Q3	$208K	Buy	+1,472	New	+$203K	0.1%	80
2024 Q4	–	Sell	-1,472	Closed	-$205K	–	83
2024 Q3	$205K	Buy	+1,472	New	+$199K	0.11%	81

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

Cooper/Haims Advisors's IJT Position: Q2 2026 in Review

Cooper/Haims Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 1,472 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #85.

Cooper/Haims Advisors first reported a position in IJT in Q3 2024 and has held it in 5 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Cooper/Haims Advisors held 1,472 shares of iShares S&P Small-Cap 600 Growth ETF worth $263K as of Q2 2026.
Cooper/Haims Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.11% of Cooper/Haims Advisors's portfolio in Q2 2026, its #85 holding.
Cooper/Haims Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2024 and has held it in 5 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.