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Compass Ion Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Compass Ion Advisors’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
Q2 		$770K Hold
6,204
– – 0.07% 146
2026
Q1 		$661K Hold
6,204
– – 0.06% 152
2025
Q4 		$734K Hold
6,204
– – 0.07% 139
2025
Q3 		$727K Hold
6,204
– – 0.07% 144
2025
Q2 		$659K Hold
6,204
– – 0.07% 145
2025
Q1 		$560K Hold
6,204
– – 0.07% 157
2024
Q4 		$623K Buy
+6,204
New +$610K 0.07% 149

Other funds holding IWF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Compass Ion Advisors's IWF Position: Q2 2026 in Review

Compass Ion Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 6,204 shares worth $770K. The position accounts for 0.07% of the portfolio, ranked #146.

Compass Ion Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Compass Ion Advisors held 6,204 shares of iShares Russell 1000 Growth ETF worth $770K as of Q2 2026.
  • Compass Ion Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.07% of Compass Ion Advisors's portfolio in Q2 2026, its #146 holding.
  • Compass Ion Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.