Mason & Associates (Virginia)’s iShares Russell 2000 ETF IWM Stock Holding History

Mason & Associates (Virginia)’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$212K	Buy	+704	New	+$198K	0.04%	43
2025 Q4	–	Sell	-959	Closed	-$207K	–	42
2025 Q3	$207K	Hold	959	–	–	0.05%	40
2025 Q2	$207K	Sell	959 -745	-44%	-$150K	0.05%	40
2025 Q1	$340K	Sell	1,704 -83	-5%	-$18K	0.1%	32
2024 Q4	$395K	Sell	1,787 -267	-13%	-$60.9K	0.12%	30
2024 Q3	$454K	Sell	2,054 -60	-3%	-$12.8K	0.14%	29
2024 Q2	$429K	Sell	2,114 -8,724	-80%	-$1.76M	0.14%	27
2024 Q1	$2.28M	Buy	+10,838	New	+$2.16M	1.74%	28

Other funds holding IWM

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mason & Associates (Virginia)'s IWM Position: Q2 2026 in Review

Mason & Associates (Virginia) opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 704 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #43 among its holdings. This is a return to the name: Mason & Associates (Virginia) previously reported a position in IWM as recently as Q3 2025.

Mason & Associates (Virginia) first reported a position in IWM in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.28M in Q1 2024. 742 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Mason & Associates (Virginia) held 704 shares of iShares Russell 2000 ETF worth $212K as of Q2 2026.
iShares Russell 2000 ETF was a new Mason & Associates (Virginia) position in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #43 holding.
Mason & Associates (Virginia) first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 8 quarters since.
Mason & Associates (Virginia)'s iShares Russell 2000 ETF position peaked at $2.28M in Q1 2024.
742 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.