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Compass Planning Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Compass Planning Associates’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
Q2 		$289K Buy
962
+33
+4% +$9.27K 0.16% 28
2026
Q1 		$230K Buy
929
+1
+0.1% +$258 0.15% 30
2025
Q4 		$228K Buy
928
+3
+0.3% +$738 0.16% 29
2025
Q3 		$224K Buy
925
+3
+0.3% +$688 0.21% 27
2025
Q2 		$199K Buy
922
+3
+0.3% +$604 0.18% 36
2025
Q1 		$183K Buy
919
+2
+0.2% +$434 0.19% 36
2024
Q4 		$203K Buy
+917
New +$209K 0.21% 36

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Compass Planning Associates's IWM Position: Q2 2026 in Review

Compass Planning Associates increased its iShares Russell 2000 ETF (IWM) stake by 3.6% in Q2 2026, buying an estimated $9.27K and bringing the position to 962 shares worth $289K. The position accounts for 0.16% of the portfolio, ranked #28.

Compass Planning Associates first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Compass Planning Associates held 962 shares of iShares Russell 2000 ETF worth $289K as of Q2 2026.
  • Compass Planning Associates bought 33 iShares Russell 2000 ETF shares in Q2 2026, an estimated $9.27K.
  • iShares Russell 2000 ETF made up 0.16% of Compass Planning Associates's portfolio in Q2 2026, its #28 holding.
  • Compass Planning Associates first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Compass Planning Associates's 13F filing for Q2 2026, filed 27 Jul 2026.