CIA
Compass Ion Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
5,284
+22
| +0.4% | +$4.75K | 0.12% | 90 |
|
|
2025
Q1 | $1.05M | Sell |
5,262
-183
| -3% | -$36.5K | 0.12% | 93 |
|
|
2024
Q4 | $1.2M | Buy |
5,445
+6
| +0.1% | +$1.33K | 0.14% | 87 |
|
|
2024
Q3 | $1.2M | Buy |
5,439
+11
| +0.2% | +$2.43K | 0.15% | 85 |
|
|
2024
Q2 | $1.14M | Hold |
5,428
| – | – | 0.16% | 76 |
|
|
2024
Q1 | $1.14M | Buy |
5,428
+121
| +2% | +$25.4K | 0.16% | 77 |
|
|
2023
Q4 | $1.07M | Buy |
5,307
+176
| +3% | +$35.3K | 0.17% | 86 |
|
|
2023
Q3 | $907K | Buy |
+5,131
| New | +$907K | 0.16% | 93 |
|