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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$462K	Buy
2025 Q1	$432K	Buy
2024 Q4	$444K	Buy
2024 Q3	$454K	Buy
2024 Q2	$429K	Hold
2024 Q1	$429K	Buy
2023 Q4	$398K	Buy
2023 Q3	$357K	Buy