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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-280
Closed -$29.7K – 77
2025
Q2 		$29.7K Sell
280
-1,212
-81% -$116K 0.03% 71
2025
Q1 		$135K Hold
1,492
– – 0.14% 40
2024
Q4 		$150K Buy
+1,492
New +$147K 0.15% 38

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Compass Planning Associates's IWF Position: Q3 2025 in Review

Compass Planning Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 280 shares — an estimated $29.7K sold.

Compass Planning Associates first reported a position in IWF in Q4 2024 and held it in 3 quarters. The position peaked at $150K in Q4 2024. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • Compass Planning Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 280 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $29.7K.
  • Compass Planning Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's iShares Russell 1000 Growth ETF position peaked at $150K in Q4 2024.
  • 2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.