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iShares Russell Microcap Index shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Microcap Index 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 Russell Microcap Index by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $420k 3.4k 123.31
2024-06-30 $497k 4.1k 121.20
2024-03-31 $497k 4.1k 121.20
2023-12-31 $464k 4.0k 116.02
2023-09-30 $448k 4.5k 100.09

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel
CI Private Wealth
Bank of America Corporation
Alesco Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Halbert Hargrove Global Advisors
Royal Bank of Canada
Morgan Stanley
Dumont & Blake Investment Advisors
Chicago Partners Investment
Wells Fargo & Company
H D Vest Advisory Services
Envestnet Asset Management
Family Firm
Schoolcraft Capital

View all funds holding iShares Russell Microcap Index