Compass Ion Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$236K	Hold
2025 Q1	$226K	Buy
2024 Q4	$243K	Hold
2024 Q3	$247K	Hold
2024 Q2	$235K	Hold
2024 Q1	$235K	Hold
2023 Q4	$230K	Buy
2023 Q3	$200K	Buy