COMPASS FINANCIAL MANAGEMENT LLC’s iShares Russell 1000 ETF IWB Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$186K	Buy	+442	New	+$175K	0.02%	436

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IWB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 442 shares worth $186K. The stake represents 0.02% of the portfolio and ranks #436 among its holdings.

1,297 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 442 shares of iShares Russell 1000 ETF worth $186K as of Q2 2026.
iShares Russell 1000 ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares Russell 1000 ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #436 holding.
1,297 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.