Compass Investment Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Compass Investment Advisers’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$232K	Buy	+1,050	New	+$239K	0.67%	26

Other funds holding IWM

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Compass Investment Advisers's IWM Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2024: 1,050 shares worth $232K. The stake represents 0.67% of the portfolio and ranks #26 among its holdings.

2,527 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Compass Investment Advisers held 1,050 shares of iShares Russell 2000 ETF worth $232K as of Q4 2024.
iShares Russell 2000 ETF was a new Compass Investment Advisers position in Q4 2024.
iShares Russell 2000 ETF made up 0.67% of Compass Investment Advisers's portfolio in Q4 2024, its #26 holding.
2,527 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.