CFML
IWY icon

COMPASS FINANCIAL MANAGEMENT LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.7K Buy
+316
New +$89.2K 0.01% 570

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 316 shares worth $91.7K. The stake represents 0.01% of the portfolio and ranks #570 among its holdings.

575 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 316 shares of iShares Russell Top 200 Growth ETF worth $91.7K as of Q2 2026.
  • iShares Russell Top 200 Growth ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #570 holding.
  • 575 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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