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

Compass Financial Services’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 Q2	$999K	Buy	3,436 +1	+0%	+$282	0.37%	31
2026 Q1	$855K	Buy	3,435 +1	+0%	+$265	0.37%	31
2025 Q4	$951K	Buy	3,434 +1	+0%	+$277	0.41%	27
2025 Q3	$939K	Buy	3,433 +1	+0%	+$259	0.42%	27
2025 Q2	$846K	Buy	3,432 +932	+37%	+$207K	0.41%	27
2025 Q1	$527K	Buy	2,500 +2	+0.1%	+$460	0.28%	25
2024 Q4	$588K	Buy	+2,498	New	+$574K	0.33%	22

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Compass Financial Services's IWY Position: Q2 2026 in Review

Compass Financial Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.03% in Q2 2026, buying an estimated $282 and bringing the position to 3,436 shares worth $999K. The position accounts for 0.37% of the portfolio, ranked #31.

Compass Financial Services first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Compass Financial Services held 3,436 shares of iShares Russell Top 200 Growth ETF worth $999K as of Q2 2026.
Compass Financial Services bought 1 iShares Russell Top 200 Growth ETF share in Q2 2026, an estimated $282.
iShares Russell Top 200 Growth ETF made up 0.37% of Compass Financial Services's portfolio in Q2 2026, its #31 holding.
Compass Financial Services first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Compass Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.