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Mason & Associates (California)’s iShares Russell 3000 ETF IWV Stock Holding History

Mason & Associates (California)’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$845K Sell
1,983
-119
-6% -$49K 0.14% 84
2026
Q1 		$757K Buy
2,102
+7
+0.3% +$2.71K 0.15% 85
2025
Q4 		$810K Sell
2,095
-450
-18% -$173K 0.15% 74
2025
Q3 		$964K Sell
2,545
-3
-0.1% -$1.09K 0.19% 51
2025
Q2 		$894K Hold
2,548
– – 0.21% 51
2025
Q1 		$809K Sell
2,548
-70
-3% -$23.5K 0.2% 54
2024
Q4 		$875K Hold
2,618
– – 0.21% 55
2024
Q3 		$855K Hold
2,618
– – 0.21% 54
2024
Q2 		$808K Sell
2,618
-29
-1% -$8.65K 0.21% 49
2024
Q1 		$794K Buy
2,647
+1
+0% +$285 0.21% 48
2023
Q4 		$724K Buy
2,646
+4
+0.2% +$1.02K 0.21% 40
2023
Q3 		$648K Sell
2,642
-1,439
-35% -$368K 0.21% 41
2023
Q2 		$1.04M Sell
4,081
-14
-0.3% -$3.37K 0.31% 35
2023
Q1 		$964K Sell
4,095
-4
-0.1% -$923 0.29% 34
2022
Q4 		$905K Sell
4,099
-6
-0.1% -$1.33K 0.29% 32
2022
Q3 		$850K Sell
4,105
-5
-0.1% -$1.15K 0.3% 31
2022
Q2 		$894K Buy
4,110
+1
+0% +$237 0.31% 32
2022
Q1 		$1.08M Sell
4,109
-200
-5% -$51.8K 0.33% 39
2021
Q4 		$1.2M Buy
+4,309
New +$1.17M 0.36% 36

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mason & Associates (California) reduced its iShares Russell 3000 ETF (IWV) stake by 5.7% in Q2 2026, selling an estimated $49K and leaving 1,983 shares worth $845K. The position accounts for 0.14% of the portfolio, ranked #84.

Mason & Associates (California) first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q4 2021. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Mason & Associates (California) held 1,983 shares of iShares Russell 3000 ETF worth $845K as of Q2 2026.
  • Mason & Associates (California) sold 119 iShares Russell 3000 ETF shares in Q2 2026, an estimated $49K.
  • iShares Russell 3000 ETF made up 0.14% of Mason & Associates (California)'s portfolio in Q2 2026, its #84 holding.
  • Mason & Associates (California) first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Mason & Associates (California)'s iShares Russell 3000 ETF position peaked at $1.2M in Q4 2021.
  • 911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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