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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$590K	Buy	+4,746	New	+$572K	0.07%	250

Other funds holding IWF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 4,746 shares worth $590K. The stake represents 0.07% of the portfolio and ranks #250 among its holdings.

2,099 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 4,746 shares of iShares Russell 1000 Growth ETF worth $590K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.07% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #250 holding.
2,099 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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