Compass Financial Management
IWP icon

Compass Financial Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Compass Financial Management’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
Q3 		$86.6K Hold
629
– – 0.01% 627
2026
Q2 		$90K Buy
+629
New +$86.7K 0.01% 573

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Cassaday & Co Wealth Management
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Vantagepoint Investment Advisers
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Commonwealth Equity Services
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TIAA-CREF Individual & Institutional Services
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Jones Financial Companies
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Plante Moran Financial Advisors
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Compass Financial Management's IWP Position: Q3 2026 in Review

Compass Financial Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2026 at 629 shares worth $86.6K. The position accounts for 0.01% of the portfolio, ranked #627.

Compass Financial Management first reported a position in IWP in Q2 2026 and has held it in 2 quarters since. The position peaked at $90K in Q2 2026. 1,063 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Compass Financial Management held 629 shares of iShares Russell Mid-Cap Growth ETF worth $86.6K as of Q3 2026.
  • Compass Financial Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #627 holding.
  • Compass Financial Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's iShares Russell Mid-Cap Growth ETF position peaked at $90K in Q2 2026.
  • 1,063 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

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