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Compass Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Compass Wealth Management’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
2025
Q2 		– Sell
-52
Closed -$10.4K – 279
2025
Q1 		$10.4K Hold
52
– – ﹤0.01% 347
2024
Q4 		$11.5K Hold
52
– – ﹤0.01% 341
2024
Q3 		$11.5K Hold
52
– – ﹤0.01% 346
2024
Q2 		$10.6K Hold
52
– – ﹤0.01% 355
2024
Q1 		$10.9K Hold
52
– – ﹤0.01% 345
2023
Q4 		$10.4K Hold
52
– – ﹤0.01% 339
2023
Q3 		$9.19K Hold
52
– – ﹤0.01% 350
2023
Q2 		$9.74K Hold
52
– – ﹤0.01% 356
2023
Q1 		$9.28K Hold
52
– – ﹤0.01% 365
2022
Q4 		$9.07K Buy
+52
New +$9.25K ﹤0.01% 360

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Compass Wealth Management's IWM Position: Q2 2025 in Review

Compass Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 52 shares — an estimated $10.4K sold.

Compass Wealth Management first reported a position in IWM in Q4 2022 and held it in 10 quarters. The position peaked at $11.5K in Q4 2024. 2,368 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Compass Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 52 iShares Russell 2000 ETF shares in Q2 2025, an estimated $10.4K.
  • Compass Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's iShares Russell 2000 ETF position peaked at $11.5K in Q4 2024.
  • 2,368 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.