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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

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

Quarter filed Position value Share count Share price at filing
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

Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Continuum Advisory

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index