Continuum Advisory »

iShares S&P SmallCap 600 Index shares owned by Continuum Advisory

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Continuum Advisory from 13F filings

Historical chart of Continuum Advisory investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Continuum Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Continuum Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.6M 31k 115.22
2024-09-30 $3.8M 31k 121.68
2024-06-30 $3.3M 31k 106.66
2024-03-31 $3.3M 30k 109.56
2023-12-31 $3.8M 35k 108.43
2023-09-30 $3.5M 37k 94.33
2023-06-30 $3.5M 35k 99.65
2023-03-31 $2.2M 23k 96.70
2022-12-31 $3.6M 38k 94.64
2022-09-30 $2.0M 23k 87.17
2022-06-30 $2.1M 23k 92.41
2022-03-31 $3.3M 33k 99.41
2021-12-31 $4.0M 35k 114.51
2021-09-30 $3.2M 30k 109.20
2021-06-30 $2.6M 23k 112.99
2021-03-31 $2.0M 18k 110.45
2020-12-31 $1.3M 15k 91.88
2020-09-30 $589k 8.3k 71.22
2020-06-30 $651k 9.7k 67.34
2020-03-31 $1.7M 32k 52.19
2019-12-31 $2.7M 33k 83.84
2019-09-30 $2.5M 33k 76.31
2019-06-30 $2.6M 33k 78.45
2019-03-31 $2.5M 32k 78.11
2018-12-31 $2.2M 32k 69.32
2018-09-30 $2.9M 34k 85.95
2018-06-30 $3.0M 36k 83.45
2018-03-31 $2.8M 36k 77.01
2017-12-31 $2.8M 37k 76.82
2017-09-30 $2.4M 32k 74.22
2017-06-30 $1.9M 27k 70.10
2017-03-31 $1.8M 26k 69.14

More positions owned by Continuum Advisory

Capital Group Dividend Value Etf Etf (CGDV)
Apple Stock (AAPL)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Vanguard Total Stock Market Etf Etf (VTI)
Microsoft Corp Stock (MSFT)
Vanguard Extended Market Etf Etf (VXF)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard Total Bond Market Etf Etf (BND)
Barnes Group Stock (B)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Nvidia Corporation Stock (NVDA)
Vanguard Large-cap Etf Etf (VV)
Ishares S&p 100 Etf Etf (OEF)

View all positions for Continuum Advisory

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Northern Trust
Goldman Sachs Group
First Command Advisory Services
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index