Compass Ion Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Compass Ion Advisors’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$280K	Hold
2025 Q1	$273K	Hold
2024 Q4	$274K	Hold
2024 Q3	$283K	Buy
2024 Q2	$265K	Hold
2024 Q1	$265K	Buy
2023 Q4	$243K	Hold
2023 Q3	$215K	Buy