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

Continuum Advisory’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-552	Closed	-$68.7K	–	969
2025 Q1	$68.7K	Hold	552	–	–	0.01%	593
2024 Q4	$74.7K	Hold	552	–	–	0.01%	576
2024 Q3	$79.4K	Sell	552 -40	-7%	-$5.39K	0.01%	565
2024 Q2	$76K	Hold	592	–	–	0.01%	547
2024 Q1	$77.3K	Buy	+592	New	+$73.9K	0.01%	531
2022 Q4	–	Sell	-2,922	Closed	-$297K	–	423
2022 Q3	$297K	Buy	2,922 +2	+0.1%	+$225	0.05%	322
2022 Q2	$308K	Buy	2,920 +101	+4%	+$11.4K	0.06%	329
2022 Q1	$319K	Buy	2,819 +1,159	+70%	+$146K	0.06%	309
2021 Q4	$230K	Buy	+1,660	New	+$226K	0.05%	271

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return