CIA
Compass Ion Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
3,084
-130
| -4% | -$12.9K | 0.03% | 210 |
|
|
2025
Q1 | $313K | Buy |
3,214
+3
| +0.1% | +$292 | 0.04% | 203 |
|
|
2024
Q4 | $349K | Buy |
3,211
+130
| +4% | +$14.1K | 0.04% | 197 |
|
|
2024
Q3 | $332K | Buy |
3,081
+8
| +0.3% | +$861 | 0.04% | 201 |
|
|
2024
Q2 | $316K | Hold |
3,073
| – | – | 0.05% | 185 |
|
|
2024
Q1 | $316K | Buy |
3,073
+152
| +5% | +$15.6K | 0.05% | 184 |
|
|
2023
Q4 | $301K | Sell |
2,921
-19
| -0.6% | -$1.96K | 0.05% | 187 |
|
|
2023
Q3 | $262K | Buy |
+2,940
| New | +$262K | 0.05% | 198 |
|