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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.27K	Buy	+21	New	+$7.66K	﹤0.01%	1094

Other funds holding IWO

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 21 shares worth $8.27K. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings.

931 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 21 shares of iShares Russell 2000 Growth ETF worth $8.27K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1094 holding.
931 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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