iShares Russell 2000 Index shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 5.3k | 241.96 |
| 2025-06-30 | $1.1M | 5.3k | 215.81 |
| 2025-03-31 | $1.0M | 5.3k | 199.49 |
| 2024-12-31 | $1.2M | 5.4k | 220.94 |
| 2024-09-30 | $1.2M | 5.4k | 220.90 |
| 2024-06-30 | $1.1M | 5.4k | 210.32 |
| 2024-03-31 | $1.1M | 5.4k | 210.32 |
| 2023-12-31 | $1.1M | 5.3k | 200.72 |
| 2023-09-30 | $907k | 5.1k | 176.74 |