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COMPASS FINANCIAL MANAGEMENT LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90K Buy
+629
New +$86.7K 0.01% 573

Other funds holding IWP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 629 shares worth $90K. The stake represents 0.01% of the portfolio and ranks #573 among its holdings.

1,034 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 629 shares of iShares Russell Mid-Cap Growth ETF worth $90K as of Q2 2026.
  • iShares Russell Mid-Cap Growth ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #573 holding.
  • 1,034 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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