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

Compass Financial Services’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 Q1	–	Sell	-584	Closed	-$69.3K	–	149
2025 Q4	$69.3K	Hold	584	–	–	0.03%	83
2025 Q3	$68.5K	Hold	584	–	–	0.03%	83
2025 Q2	$62K	Buy	+584	New	+$55.8K	0.03%	81

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Compass Financial Services's IWF Position: Q1 2026 in Review

Compass Financial Services sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 584 shares — an estimated $69.3K sold.

Compass Financial Services first reported a position in IWF in Q2 2025 and held it in 3 quarters. The position peaked at $69.3K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Compass Financial Services reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Compass Financial Services sold 584 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $69.3K.
Compass Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and held it in 3 quarters.
Compass Financial Services's iShares Russell 1000 Growth ETF position peaked at $69.3K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.