Compass Ion Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Sell
2025
Q1
$1.09M Sell
2024
Q4
$1.34M Sell
2024
Q3
$1.35M Buy
2024
Q2
$469K Hold
2024
Q1
$469K Buy
2023
Q4
$427K Sell
2023
Q3
$385K Buy