Continuum Advisory’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Continuum Advisory’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$149K	Buy	+1,088	New	+$140K	0.01%	530
2025 Q2	–	Sell	-1,088	Closed	-$106K	–	966
2025 Q1	$106K	Hold	1,088	–	–	0.01%	511
2024 Q4	$118K	Hold	1,088	–	–	0.02%	486
2024 Q3	$123K	Hold	1,088	–	–	0.02%	480
2024 Q2	$106K	Hold	1,088	–	–	0.02%	479
2024 Q1	$110K	Sell	1,088 -4,443	-80%	-$441K	0.02%	469
2023 Q4	$576K	Buy	+5,531	New	+$504K	0.08%	261
2021 Q4	–	Sell	-2,391	Closed	-$241K	–	312
2021 Q3	$241K	Sell	2,391 -2,747	-53%	-$277K	0.06%	258
2021 Q2	$542K	Buy	+5,138	New	+$537K	0.17%	134

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Continuum Advisory's IJS Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,088 shares worth $149K. The stake represents 0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in IJS as recently as Q1 2025.

Continuum Advisory first reported a position in IJS in Q2 2021 and has held it in 9 quarters since. The position peaked at $576K in Q4 2023. 887 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Continuum Advisory held 1,088 shares of iShares S&P Small-Cap 600 Value ETF worth $149K as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new Continuum Advisory position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #530 holding.
Continuum Advisory first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2021 and has held it in 9 quarters since.
Continuum Advisory's iShares S&P Small-Cap 600 Value ETF position peaked at $576K in Q4 2023.
887 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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