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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
Q2 		$68M Buy
166,139
+1,144
+0.7% +$453K 10.99% 1
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mason & Associates (California)'s IWB Position: Q2 2026 in Review

Mason & Associates (California) increased its iShares Russell 1000 ETF (IWB) stake by 0.69% in Q2 2026, buying an estimated $453K and bringing the position to 166,139 shares worth $68M. The position accounts for 10.99% of the portfolio, ranked #1.

Mason & Associates (California) first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Mason & Associates (California) held 166,139 shares of iShares Russell 1000 ETF worth $68M as of Q2 2026.
  • Mason & Associates (California) bought 1,144 iShares Russell 1000 ETF shares in Q2 2026, an estimated $453K.
  • iShares Russell 1000 ETF made up 10.99% of Mason & Associates (California)'s portfolio in Q2 2026, its #1 holding.
  • Mason & Associates (California) first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.