COMPASS FINANCIAL MANAGEMENT LLC’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.82M	Buy	+6,030	New	+$1.69M	0.22%	120

Other funds holding IWM

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 6,030 shares worth $1.82M. The stake represents 0.22% of the portfolio and ranks #120 among its holdings.

2,210 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 6,030 shares of iShares Russell 2000 ETF worth $1.82M as of Q2 2026.
iShares Russell 2000 ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares Russell 2000 ETF made up 0.22% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #120 holding.
2,210 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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