Compass Ion Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $613K | Hold |
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|
2024
Q1 | $613K | Buy |
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|
2023
Q4 | $597K | Sell |
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|
2023
Q3 | $647K | Buy |
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|
2023
Q2 | $544K | Buy |
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|
2023
Q1 | $517K | Buy |
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|
2022
Q4 | $503K | Buy |
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|
2022
Q3 | $459K | Buy |
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|
2022
Q2 | $476K | Buy |
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|
2022
Q1 | $556K | Buy |
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|
2021
Q4 | $565K | Buy |
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|
2021
Q3 | $424K | Buy |
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|
2021
Q2 | $304K | Sell |
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|
2021
Q1 | $304K | Buy |
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|
2020
Q4 | $200K | Buy |
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