iShares S&P SmallCap 600 Index shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 13k | 116.96 |
| 2024-06-30 | $613k | 5.5k | 110.52 |
| 2024-03-31 | $613k | 5.5k | 110.52 |
| 2023-12-31 | $597k | 5.5k | 108.25 |
| 2023-09-30 | $647k | 6.9k | 94.33 |
| 2023-06-30 | $544k | 5.5k | 99.65 |
| 2023-03-31 | $517k | 5.4k | 96.70 |
| 2022-12-31 | $503k | 5.3k | 94.64 |
| 2022-09-30 | $459k | 5.3k | 87.21 |
| 2022-06-30 | $476k | 5.2k | 92.32 |
| 2022-03-31 | $556k | 5.2k | 107.96 |
| 2021-12-31 | $424k | 3.9k | 109.11 |
| 2021-09-30 | $424k | 3.9k | 109.11 |
| 2021-06-30 | $304k | 2.7k | 112.80 |
| 2021-03-31 | $304k | 2.8k | 108.53 |
| 2020-12-31 | $200k | 2.2k | 91.95 |
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