CIA
Compass Ion Advisors’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
2,389
-716
| -23% | -$91.4K | 0.03% | 212 |
|
|
2025
Q1 | $344K | Sell |
3,105
-301
| -9% | -$33.4K | 0.04% | 198 |
|
|
2024
Q4 | $444K | Buy |
3,406
+3
| +0.1% | +$391 | 0.05% | 173 |
|
|
2024
Q3 | $420K | Sell |
3,403
-694
| -17% | -$85.6K | 0.05% | 178 |
|
|
2024
Q2 | $497K | Hold |
4,097
| – | – | 0.07% | 148 |
|
|
2024
Q1 | $497K | Buy |
4,097
+102
| +3% | +$12.4K | 0.07% | 149 |
|
|
2023
Q4 | $464K | Sell |
3,995
-481
| -11% | -$55.8K | 0.07% | 149 |
|
|
2023
Q3 | $448K | Buy |
+4,476
| New | +$448K | 0.08% | 147 |
|