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

Mason & Associates (Virginia)’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 		$623K Hold
1,462
– – 0.13% 29
2026
Q1 		$542K Hold
1,462
– – 0.12% 28
2025
Q4 		$566K Sell
1,462
-326
-18% -$125K 0.13% 27
2025
Q3 		$628K Hold
1,788
– – 0.16% 23
2025
Q2 		$628K Sell
1,788
-278
-13% -$90.3K 0.16% 23
2025
Q1 		$656K Hold
2,066
– – 0.19% 20
2024
Q4 		$691K Sell
2,066
-16
-0.8% -$5.39K 0.21% 20
2024
Q3 		$680K Hold
2,082
– – 0.21% 20
2024
Q2 		$643K Buy
+2,082
New +$621K 0.21% 20

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

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

Mason & Associates (Virginia) held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,462 shares worth $623K. The position accounts for 0.13% of the portfolio, ranked #29.

Mason & Associates (Virginia) first reported a position in IWV in Q2 2024 and has held it in 9 quarters since. The position peaked at $691K in Q4 2024. 217 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Mason & Associates (Virginia) held 1,462 shares of iShares Russell 3000 ETF worth $623K as of Q2 2026.
  • Mason & Associates (Virginia) left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.13% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #29 holding.
  • Mason & Associates (Virginia) first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 9 quarters since.
  • Mason & Associates (Virginia)'s iShares Russell 3000 ETF position peaked at $691K in Q4 2024.
  • 217 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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