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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cooper/Haims Advisors's IJT Position: Q1 2026 in Review

Cooper/Haims Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 1,472 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #92.

Cooper/Haims Advisors first reported a position in IJT in Q3 2024 and has held it in 4 quarters since. 758 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Cooper/Haims Advisors held 1,472 shares of iShares S&P Small-Cap 600 Growth ETF worth $213K as of Q1 2026.
  • Cooper/Haims Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.1% of Cooper/Haims Advisors's portfolio in Q1 2026, its #92 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 4 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.