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

Mason & Associates (Virginia)’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	$392K	Hold	2,675	–	–	0.08%	34
2026 Q1	$343K	Sell	2,675 -7	-0.3%	-$947	0.08%	36
2025 Q4	$367K	Sell	2,682 -400	-13%	-$55.9K	0.08%	32
2025 Q3	$427K	Hold	3,082	–	–	0.11%	28
2025 Q2	$427K	Sell	3,082 -121	-4%	-$15.3K	0.11%	28
2025 Q1	$376K	Hold	3,203	–	–	0.11%	29
2024 Q4	$406K	Sell	3,203 -210	-6%	-$26.7K	0.12%	29
2024 Q3	$400K	Sell	3,413 -4	-0.1%	-$447	0.12%	32
2024 Q2	$377K	Buy	+3,417	New	+$375K	0.12%	31

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

Mason & Associates (Virginia) held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,675 shares worth $392K. The position accounts for 0.08% of the portfolio, ranked #34.

Mason & Associates (Virginia) first reported a position in IWP in Q2 2024 and has held it in 9 quarters since. The position peaked at $427K in Q3 2025. 329 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Mason & Associates (Virginia) held 2,675 shares of iShares Russell Mid-Cap Growth ETF worth $392K as of Q2 2026.
Mason & Associates (Virginia) left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #34 holding.
Mason & Associates (Virginia) first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Mason & Associates (Virginia)'s iShares Russell Mid-Cap Growth ETF position peaked at $427K in Q3 2025.
329 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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