CPA
IWF icon

Compass Planning Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Compass Planning Associates’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$29.7K Sell
70
-303
-81% -$129K 0.03% 71
2025
Q1 		$135K Hold
373
– – 0.14% 40
2024
Q4 		$150K Buy
+373
New +$150K 0.15% 38