CIA
Compass Ion Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
1,496
| – | – | 0.03% | 244 |
|
|
2025
Q1 | $226K | Buy |
1,496
+18
| +1% | +$2.72K | 0.03% | 239 |
|
|
2024
Q4 | $243K | Hold |
1,478
| – | – | 0.03% | 233 |
|
|
2024
Q3 | $247K | Hold |
1,478
| – | – | 0.03% | 226 |
|
|
2024
Q2 | $235K | Hold |
1,478
| – | – | 0.03% | 210 |
|
|
2024
Q1 | $235K | Hold |
1,478
| – | – | 0.03% | 210 |
|
|
2023
Q4 | $230K | Buy |
1,478
+1
| +0.1% | +$155 | 0.04% | 211 |
|
|
2023
Q3 | $200K | Buy |
+1,477
| New | +$200K | 0.03% | 218 |
|