Mason Investment Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mason Investment Advisory Services’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$432K	Sell	2,022 -1,506	-43%	-$330K	0.02%	50
2025 Q4	$742K	Buy	3,528 +16	+0.5%	+$3.31K	0.04%	36
2025 Q3	$715K	Buy	3,512 +14	+0.4%	+$2.79K	0.04%	40
2025 Q2	$679K	Buy	3,498 +15	+0.4%	+$2.78K	0.04%	36
2025 Q1	$655K	Buy	3,483 +15	+0.4%	+$2.86K	0.04%	33
2024 Q4	$642K	Buy	3,468 +17	+0.5%	+$3.26K	0.04%	37
2024 Q3	$655K	Buy	3,451 +18	+0.5%	+$3.28K	0.04%	34
2024 Q2	$599K	Buy	3,433 +14	+0.4%	+$2.45K	0.04%	35
2024 Q1	$612K	Sell	3,419 -837	-20%	-$142K	0.04%	31
2023 Q4	$703K	Hold	4,256	–	–	0.05%	28
2023 Q3	$646K	Sell	4,256 -1	-0%	-$159	0.06%	26
2023 Q2	$672K	Hold	4,257	–	–	0.06%	24
2023 Q1	$648K	Hold	4,257	–	–	0.06%	23
2022 Q4	$646K	Buy	4,257 +214	+5%	+$32K	0.07%	22
2022 Q3	$550K	Sell	4,043 -13,306	-77%	-$2M	0.06%	21
2022 Q2	$2.52M	Buy	17,349 +11,134	+179%	+$1.74M	0.26%	9
2022 Q1	$1.03M	Sell	6,215 -414	-6%	-$68K	0.09%	47
2021 Q4	$1.11M	Hold	6,629	–	–	0.09%	49
2021 Q3	$1.04M	Hold	6,629	–	–	0.11%	46
2021 Q2	$1.05M	Hold	6,629	–	–	0.11%	46
2021 Q1	$1M	Hold	6,629	–	–	0.1%	46
2020 Q4	$906K	Sell	6,629 -81	-1%	-$10.4K	0.11%	44
2020 Q3	$793K	Hold	6,710	–	–	0.11%	45
2020 Q2	$756K	Sell	6,710 -1,239	-16%	-$136K	0.11%	45
2020 Q1	$788K	Hold	7,949	–	–	0.13%	43
2019 Q4	$1.08M	Hold	7,949	–	–	0.16%	48
2019 Q3	$1.02M	Hold	7,949	–	–	0.16%	49
2019 Q2	$1.01M	Hold	7,949	–	–	0.17%	48
2019 Q1	$982K	Buy	+7,949	New	+$955K	0.27%	45

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mason Investment Advisory Services's IWD Position: Q1 2026 in Review

Mason Investment Advisory Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 43% in Q1 2026, selling an estimated $330K and leaving 2,022 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #50.

Mason Investment Advisory Services first reported a position in IWD in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.52M in Q2 2022. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Mason Investment Advisory Services held 2,022 shares of iShares Russell 1000 Value ETF worth $432K as of Q1 2026.
Mason Investment Advisory Services sold 1,506 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $330K.
iShares Russell 1000 Value ETF made up 0.02% of Mason Investment Advisory Services's portfolio in Q1 2026, its #50 holding.
Mason Investment Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 29 quarters since.
Mason Investment Advisory Services's iShares Russell 1000 Value ETF position peaked at $2.52M in Q2 2022.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.