MAC
IWB icon

Mason & Associates (California)’s iShares Russell 1000 ETF IWB Stock Holding History

Mason & Associates (California)’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.2M Sell
164,995
-1,632
-1% -$608K 11.08% 1
2025
Q4 		$62.2M Buy
+166,627
New +$61.7M 11.71% 1

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mason & Associates (California)'s IWB Position: Q1 2026 in Review

Mason & Associates (California) reduced its iShares Russell 1000 ETF (IWB) stake by 0.98% in Q1 2026, selling an estimated $608K and leaving 164,995 shares worth $57.2M. The position accounts for 11.08% of the portfolio, ranked #1.

Mason & Associates (California) first reported a position in IWB in Q4 2025 and has held it in 2 quarters since. The position peaked at $62.2M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Mason & Associates (California) held 164,995 shares of iShares Russell 1000 ETF worth $57.2M as of Q1 2026.
  • Mason & Associates (California) sold 1,632 iShares Russell 1000 ETF shares in Q1 2026, an estimated $608K.
  • iShares Russell 1000 ETF made up 11.08% of Mason & Associates (California)'s portfolio in Q1 2026, its #1 holding.
  • Mason & Associates (California) first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 2 quarters since.
  • Mason & Associates (California)'s iShares Russell 1000 ETF position peaked at $62.2M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Mason & Associates (California)'s 13F filing for Q1 2026, filed 30 Apr 2026.