Compass Financial Management
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Compass Financial Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Compass Financial Management’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.1M Buy
5,668
+5,408
+2,080% +$1.02M 0.12% 183
2026
Q2 		$48.9K Buy
+260
New +$47K 0.01% 697

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Compass Financial Management's IUSG Position: Q3 2026 in Review

Compass Financial Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 2,080% in Q3 2026, buying an estimated $1.02M and bringing the position to 5,668 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #183.

Compass Financial Management first reported a position in IUSG in Q2 2026 and has held it in 2 quarters since. 840 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Compass Financial Management held 5,668 shares of iShares Core S&P US Growth ETF worth $1.1M as of Q3 2026.
  • Compass Financial Management bought 5,408 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $1.02M.
  • iShares Core S&P US Growth ETF made up 0.12% of Compass Financial Management's portfolio in Q3 2026, its #183 holding.
  • Compass Financial Management first reported a position in iShares Core S&P US Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 840 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.