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Compass Planning Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Compass Planning Associates’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-498
Closed -$58.5K – 126
2025
Q1 		$58.5K Hold
498
– – 0.06% 52
2024
Q4 		$63.1K Buy
+498
New +$63.3K 0.06% 53

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Compass Planning Associates's IWP Position: Q2 2025 in Review

Compass Planning Associates sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 498 shares — an estimated $58.5K sold.

Compass Planning Associates first reported a position in IWP in Q4 2024 and held it in 2 quarters. The position peaked at $63.1K in Q4 2024. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • Compass Planning Associates reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Compass Planning Associates sold 498 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $58.5K.
  • Compass Planning Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Compass Planning Associates's iShares Russell Mid-Cap Growth ETF position peaked at $63.1K in Q4 2024.
  • 1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Compass Planning Associates's 13F filing for Q2 2025, filed 21 Jul 2025.