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Compass Ion Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Compass Ion Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,771
Closed -$210K – 267
2024
Q2 		$210K Hold
1,771
– – 0.03% 217
2024
Q1 		$210K Buy
1,771
+1
+0.1% +$118 0.03% 217
2023
Q4 		$202K Buy
+1,770
New +$202K 0.03% 222