CIA
Compass Ion Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
3,497
+64
| +2% | +$8.46K | 0.05% | 177 |
|
|
2025
Q1 | $432K | Buy |
3,433
+2
| +0.1% | +$252 | 0.05% | 177 |
|
|
2024
Q4 | $444K | Buy |
3,431
+2
| +0.1% | +$259 | 0.05% | 174 |
|
|
2024
Q3 | $454K | Buy |
3,429
+3
| +0.1% | +$397 | 0.06% | 172 |
|
|
2024
Q2 | $429K | Hold |
3,426
| – | – | 0.06% | 154 |
|
|
2024
Q1 | $429K | Buy |
3,426
+1
| +0% | +$125 | 0.06% | 155 |
|
|
2023
Q4 | $398K | Buy |
3,425
+5
| +0.1% | +$581 | 0.06% | 160 |
|
|
2023
Q3 | $357K | Buy |
+3,420
| New | +$357K | 0.06% | 160 |
|