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Compass Ion Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Compass Ion Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$213K Buy
+2,316
New +$213K 0.02% 251
2025
Q1 		– Sell
-2,372
Closed -$210K – 270
2024
Q4 		$210K Buy
2,372
+17
+0.7% +$1.5K 0.02% 247
2024
Q3 		$208K Buy
+2,355
New +$208K 0.03% 252