MAC
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Mason & Associates (California)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Mason & Associates (California)’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Hold
1,685
– – 0.04% 155
2025
Q4 		$231K Hold
1,685
– – 0.04% 149
2025
Q3 		$240K Hold
1,685
– – 0.05% 119
2025
Q2 		$234K Buy
+1,685
New +$213K 0.05% 113
2025
Q1 		– Sell
-1,686
Closed -$214K – 119
2024
Q4 		$214K Buy
+1,686
New +$214K 0.05% 102
2024
Q2 		– Sell
-1,792
Closed -$205K – 114
2024
Q1 		$205K Buy
+1,792
New +$194K 0.05% 111
2022
Q2 		– Sell
-64,984
Closed -$6.53M – 99
2022
Q1 		$6.53M Sell
64,984
-95,804
-60% -$9.54M 2% 17
2021
Q4 		$18.5M Buy
+160,788
New +$18.7M 5.63% 4

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