Compass Financial Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$590K	Buy	+4,746	New	+$572K	0.07%	250

Other funds holding IWF

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Compass Financial Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 4,746 shares worth $590K. The stake represents 0.07% of the portfolio and ranks #250 among its holdings.

2,425 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Compass Financial Management held 4,746 shares of iShares Russell 1000 Growth ETF worth $590K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Compass Financial Management position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.07% of Compass Financial Management's portfolio in Q2 2026, its #250 holding.
2,425 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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