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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 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. 996 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.
996 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.