Compass Financial Management
IWY icon

Compass Financial Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Compass Financial Management’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
Q3 		$75.6K Sell
256
-60
-19% -$17.2K 0.01% 654
2026
Q2 		$91.7K Buy
+316
New +$89.2K 0.01% 570

Other funds holding IWY

TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

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

Compass Financial Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 19% in Q3 2026, selling an estimated $17.2K and leaving 256 shares worth $75.6K. The position accounts for 0.01% of the portfolio, ranked #654.

Compass Financial Management first reported a position in IWY in Q2 2026 and has held it in 2 quarters since. The position peaked at $91.7K in Q2 2026. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Compass Financial Management held 256 shares of iShares Russell Top 200 Growth ETF worth $75.6K as of Q3 2026.
  • Compass Financial Management sold 60 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $17.2K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #654 holding.
  • Compass Financial Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's iShares Russell Top 200 Growth ETF position peaked at $91.7K in Q2 2026.
  • 618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

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