Compass Ion Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Compass Ion Advisors’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
2026 Q1	$1.29M	Buy	5,207 +3	+0.1%	+$774	0.12%	89
2025 Q4	$1.28M	Sell	5,204 -86	-2%	-$21.1K	0.12%	87
2025 Q3	$1.28M	Buy	5,290 +6	+0.1%	+$1.38K	0.12%	90
2025 Q2	$1.14M	Buy	5,284 +22	+0.4%	+$4.43K	0.12%	90
2025 Q1	$1.05M	Sell	5,262 -183	-3%	-$39.7K	0.12%	93
2024 Q4	$1.2M	Buy	5,445 +6	+0.1%	+$1.37K	0.14%	87
2024 Q3	$1.2M	Buy	5,439 +11	+0.2%	+$2.35K	0.15%	85
2024 Q2	$1.14M	Hold	5,428	–	–	0.16%	76
2024 Q1	$1.14M	Buy	5,428 +121	+2%	+$24.1K	0.16%	77
2023 Q4	$1.07M	Buy	5,307 +176	+3%	+$31.5K	0.17%	86
2023 Q3	$907K	Buy	+5,131	New	+$963K	0.16%	93

Other funds holding IWM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Compass Ion Advisors's IWM Position: Q1 2026 in Review

Compass Ion Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.06% in Q1 2026, buying an estimated $774 and bringing the position to 5,207 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #89.

Compass Ion Advisors first reported a position in IWM in Q3 2023 and has held it in 11 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Compass Ion Advisors held 5,207 shares of iShares Russell 2000 ETF worth $1.29M as of Q1 2026.
Compass Ion Advisors bought 3 iShares Russell 2000 ETF shares in Q1 2026, an estimated $774.
iShares Russell 2000 ETF made up 0.12% of Compass Ion Advisors's portfolio in Q1 2026, its #89 holding.
Compass Ion Advisors first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 11 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.