CIA
Compass Ion Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
+772
| New | +$221K | 0.02% | 249 |
|
|
2025
Q1 | – | Sell |
-771
| Closed | -$222K | – | 269 |
|
|
2024
Q4 | $222K | Buy |
771
+1
| +0.1% | +$288 | 0.03% | 240 |
|
|
2024
Q3 | $219K | Buy |
770
+1
| +0.1% | +$284 | 0.03% | 246 |
|
|
2024
Q2 | $208K | Hold |
769
| – | – | 0.03% | 219 |
|
|
2024
Q1 | $208K | Buy |
+769
| New | +$208K | 0.03% | 218 |
|