iShares S&P MidCap 400 Value Index shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in iShares S&P MidCap 400 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Value Index held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Value Index by Compass Ion Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $210k | 1.8k | 118.30 |
2023-12-31 | $202k | 1.8k | 114.04 |
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