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iShares Russell 1000 Growth Index shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in iShares Russell 1000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Growth Index held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Growth Index by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $727k 1.6k 468.41
2025-06-30 $659k 1.6k 424.58
2025-03-31 $560k 1.6k 361.09
2024-12-31 $623k 1.6k 401.58

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Portfolio S&p500 (SPLG)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Fidelity Wise Origin Bitcoin SHS (FBTC)
NVIDIA Corporation (NVDA)
Strategy Cl A New (MSTR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Compass Ion Advisors

Top funds holding iShares Russell 1000 Growth Index

Morgan Stanley
FMR
Jpmorgan Chase & Co
Goldman Sachs Group
UBS Group
Northern Trust
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Pnc Financial Services
Baird Financial
M^T Bank Corporation
Branch Banking & Trust Company
Commonwealth Equity Services

View all funds holding iShares Russell 1000 Growth Index