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iShares S&P SmallCap 600 Value Idx shares owned by Continuum Advisory

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 Value Idx by Continuum Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $576k 5.5k 104.07
2021-09-30 $241k 2.4k 100.79
2021-06-30 $542k 5.1k 105.49

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 Value Idx

Bank of America Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
M^T Bank Corporation
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Commonwealth Equity Services
Goldman Sachs Group
Orion Portfolio Solutions
Bessemer
HighTower Advisors

View all funds holding iShares S&P SmallCap 600 Value Idx