CIA
Compass Ion Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
18,710
-51
| -0.3% | -$3.16K | 0.13% | 89 |
|
|
2025
Q1 | $1.09M | Sell |
18,761
-2,808
| -13% | -$164K | 0.13% | 89 |
|
|
2024
Q4 | $1.34M | Sell |
21,569
-73
| -0.3% | -$4.55K | 0.16% | 81 |
|
|
2024
Q3 | $1.35M | Buy |
21,642
+13,928
| +181% | +$868K | 0.17% | 79 |
|
|
2024
Q2 | $469K | Hold |
7,714
| – | – | 0.07% | 149 |
|
|
2024
Q1 | $469K | Buy |
7,714
+6,173
| +401% | +$375K | 0.07% | 150 |
|
|
2023
Q4 | $427K | Sell |
1,541
-2
| -0.1% | -$554 | 0.07% | 153 |
|
|
2023
Q3 | $385K | Buy |
+1,543
| New | +$385K | 0.07% | 156 |
|