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 Q2	$247K	Hold	1,685	–	–	0.04%	153
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

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Mason & Associates (California) held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,685 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #153.

Mason & Associates (California) first reported a position in IWP in Q4 2021 and has held it in 9 quarters since. The position peaked at $18.5M in Q4 2021. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Mason & Associates (California) held 1,685 shares of iShares Russell Mid-Cap Growth ETF worth $247K as of Q2 2026.
Mason & Associates (California) left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Mason & Associates (California)'s portfolio in Q2 2026, its #153 holding.
Mason & Associates (California) first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 9 quarters since.
Mason & Associates (California)'s iShares Russell Mid-Cap Growth ETF position peaked at $18.5M in Q4 2021.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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