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

Compass Wealth Management’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 Q3	$563K	Sell	4,495 -205	-4%	-$25.1K	0.11%	114
2026 Q2	$584K	Buy	+4,700	New	+$567K	0.11%	115
2025 Q4	–	Sell	-5,360	Closed	-$628K	–	112
2025 Q3	$628K	Hold	5,360	–	–	0.14%	96
2025 Q2	$569K	Hold	5,360	–	–	0.14%	98
2025 Q1	$484K	Sell	5,360 -200	-4%	-$19.7K	0.12%	108
2024 Q4	$558K	Sell	5,560 -200	-3%	-$19.7K	0.13%	106
2024 Q3	$541K	Hold	5,760	–	–	0.13%	111
2024 Q2	$525K	Hold	5,760	–	–	0.13%	110
2024 Q1	$485K	Sell	5,760 -1,160	-17%	-$93.5K	0.12%	116
2023 Q4	$524K	Sell	6,920 -160	-2%	-$11.3K	0.15%	109
2023 Q3	$471K	Sell	7,080 -200	-3%	-$13.8K	0.15%	114
2023 Q2	$501K	Sell	7,280 -464	-6%	-$29.5K	0.15%	111
2023 Q1	$473K	Buy	7,744 +1,664	+27%	+$95.9K	0.15%	115
2022 Q4	$326K	Buy	+6,080	New	+$334K	0.11%	126

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Compass Wealth Management's IWF Position: Q3 2026 in Review

Compass Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.4% in Q3 2026, selling an estimated $25.1K and leaving 4,495 shares worth $563K. The position accounts for 0.11% of the portfolio, ranked #114.

Compass Wealth Management first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $628K in Q3 2025. 864 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Compass Wealth Management held 4,495 shares of iShares Russell 1000 Growth ETF worth $563K as of Q3 2026.
Compass Wealth Management sold 205 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $25.1K.
iShares Russell 1000 Growth ETF made up 0.11% of Compass Wealth Management's portfolio in Q3 2026, its #114 holding.
Compass Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's iShares Russell 1000 Growth ETF position peaked at $628K in Q3 2025.
864 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.