Compass Ion Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$305K	Sell
2025 Q1	$344K	Sell
2024 Q4	$444K	Buy
2024 Q3	$420K	Sell
2024 Q2	$497K	Hold
2024 Q1	$497K	Buy
2023 Q4	$464K	Sell
2023 Q3	$448K	Buy