CWMG
IWF icon

Compass Wealth Management (Georgia)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Compass Wealth Management (Georgia)’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
2026
Q2 		$312K Sell
2,511
-61
-2% -$7.35K 0.12% 61
2026
Q1 		$274K Hold
2,572
– – 0.12% 60
2025
Q4 		$304K Sell
2,572
-268
-9% -$31.7K 0.13% 56
2025
Q3 		$333K Sell
2,840
-104
-4% -$11.6K 0.15% 54
2025
Q2 		$312K Buy
+2,944
New +$282K 0.17% 54

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Compass Wealth Management (Georgia)'s IWF Position: Q2 2026 in Review

Compass Wealth Management (Georgia) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.4% in Q2 2026, selling an estimated $7.35K and leaving 2,511 shares worth $312K. The position accounts for 0.12% of the portfolio, ranked #61.

Compass Wealth Management (Georgia) first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. The position peaked at $333K in Q3 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Compass Wealth Management (Georgia) held 2,511 shares of iShares Russell 1000 Growth ETF worth $312K as of Q2 2026.
  • Compass Wealth Management (Georgia) sold 61 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $7.35K.
  • iShares Russell 1000 Growth ETF made up 0.12% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #61 holding.
  • Compass Wealth Management (Georgia) first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Compass Wealth Management (Georgia)'s iShares Russell 1000 Growth ETF position peaked at $333K in Q3 2025.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.