Compass Financial Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Compass Financial Management’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$489K	Buy	+1,937	New	+$451K	0.06%	278

Other funds holding IWD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Compass Financial Management's IWD Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 1,937 shares worth $489K. The stake represents 0.06% of the portfolio and ranks #278 among its holdings.

1,915 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Compass Financial Management held 1,937 shares of iShares Russell 1000 Value ETF worth $489K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Compass Financial Management position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.06% of Compass Financial Management's portfolio in Q2 2026, its #278 holding.
1,915 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.