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

Compass Financial Services’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
2025
Q4 		– Sell
-35
Closed -$4.98K – 310
2025
Q3 		$4.98K Buy
+35
New +$4.95K ﹤0.01% 239

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Compass Financial Services's IWP Position: Q4 2025 in Review

Compass Financial Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 35 shares — an estimated $4.98K sold.

Compass Financial Services first reported a position in IWP in Q3 2025 and held it in 1 quarter. The position peaked at $4.98K in Q3 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • Compass Financial Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Compass Financial Services sold 35 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $4.98K.
  • Compass Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Compass Financial Services's iShares Russell Mid-Cap Growth ETF position peaked at $4.98K in Q3 2025.
  • 1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Compass Financial Services's 13F filing for Q4 2025, filed 27 Feb 2026.