CIA
Compass Ion Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
2,960
| – | – | 0.03% | 223 |
|
|
2025
Q1 | $273K | Hold |
2,960
| – | – | 0.03% | 217 |
|
|
2024
Q4 | $274K | Hold |
2,960
| – | – | 0.03% | 215 |
|
|
2024
Q3 | $283K | Buy |
2,960
+33
| +1% | +$3.15K | 0.03% | 212 |
|
|
2024
Q2 | $265K | Hold |
2,927
| – | – | 0.04% | 198 |
|
|
2024
Q1 | $265K | Buy |
2,927
+45
| +2% | +$4.07K | 0.04% | 198 |
|
|
2023
Q4 | $243K | Hold |
2,882
| – | – | 0.04% | 205 |
|
|
2023
Q3 | $215K | Buy |
+2,882
| New | +$215K | 0.04% | 212 |
|