Continuum Advisory’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$158K Buy
+1,070
New +$151K 0.01% 515
2025
Q2
Sell
-1,070
Closed -$128K 964
2025
Q1
$128K Hold
1,070
0.02% 480
2024
Q4
$134K Hold
1,070
0.02% 466
2024
Q3
$139K Hold
1,070
0.02% 459
2024
Q2
$121K Hold
1,070
0.02% 461
2024
Q1
$124K Buy
+1,070
New +$120K 0.02% 449

Other funds holding IJJ

Continuum Advisory's IJJ Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,070 shares worth $158K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in IJJ as recently as Q1 2025.

Continuum Advisory first reported a position in IJJ in Q1 2024 and has held it in 6 quarters since. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Continuum Advisory held 1,070 shares of iShares S&P Mid-Cap 400 Value ETF worth $158K as of Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF was a new Continuum Advisory position in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #515 holding.
  • Continuum Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 6 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.