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iShares Morningstar Small Core Idx shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in iShares Morningstar Small Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Core Idx held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Core Idx by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $222k 2.9k 75.50

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Univrsl Usd (IUSB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust St Str P500etf (SPYM)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core Div Grwth (DGRO)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ea Series Trust Freedom 100 Em (FRDM)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Compass Ion Advisors

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Goldstein Advisors
Gladstone Institutional Advisory
Raymond James Financial
Rockefeller Capital Management
HighTower Advisors
Citadel Advisors
Commonwealth Equity Services
Mercer Global Advisors
Rsm Us Wealth Management
Ameriprise Financial

View all funds holding iShares Morningstar Small Core Idx