Mason Investment Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.84M	Buy	14,824 +7,760	+110%	+$935K	0.07%	22
2026 Q1	$753K	Hold	7,064	–	–	0.03%	37
2025 Q4	$836K	Hold	7,064	–	–	0.04%	31
2025 Q3	$827K	Hold	7,064	–	–	0.04%	35
2025 Q2	$750K	Buy	7,064 +4	+0.1%	+$382	0.04%	32
2025 Q1	$637K	Sell	7,060 -68	-1%	-$6.71K	0.04%	36
2024 Q4	$716K	Hold	7,128	–	–	0.04%	31
2024 Q3	$669K	Sell	7,128 -36	-0.5%	-$3.26K	0.04%	32
2024 Q2	$653K	Buy	7,164 +4	+0.1%	+$342	0.04%	32
2024 Q1	$603K	Sell	7,160 -96	-1%	-$7.74K	0.04%	32
2023 Q4	$550K	Hold	7,256	–	–	0.04%	34
2023 Q3	$483K	Hold	7,256	–	–	0.04%	33
2023 Q2	$499K	Hold	7,256	–	–	0.04%	31
2023 Q1	$443K	Buy	7,256 +2,000	+38%	+$115K	0.04%	30
2022 Q4	$282K	Buy	5,256 +788	+18%	+$43.3K	0.03%	67
2022 Q3	$235K	Sell	4,468 -220	-5%	-$12.9K	0.03%	76
2022 Q2	$256K	Sell	4,688 -1,052	-18%	-$63.2K	0.03%	73
2022 Q1	$398K	Sell	5,740 -576	-9%	-$39.3K	0.03%	74
2021 Q4	$483K	Buy	6,316 +1,156	+22%	+$85.7K	0.04%	73
2021 Q3	$354K	Sell	5,160 -188	-4%	-$13.3K	0.04%	76
2021 Q2	$363K	Sell	5,348 -16	-0.3%	-$1.03K	0.04%	75
2021 Q1	$326K	Buy	5,364 +4	+0.1%	+$243	0.03%	73
2020 Q4	$323K	Sell	5,360 -7,092	-57%	-$404K	0.04%	73
2020 Q3	$675K	Sell	12,452 -2,932	-19%	-$154K	0.1%	53
2020 Q2	$738K	Buy	15,384 +1,100	+8%	+$48.5K	0.11%	48
2020 Q1	$538K	Buy	14,284 +560	+4%	+$24.1K	0.09%	58
2019 Q4	$604K	Buy	13,724 +1,560	+13%	+$65.1K	0.09%	67
2019 Q3	$485K	Sell	12,164 -152	-1%	-$6.09K	0.08%	68
2019 Q2	$484K	Hold	12,316	–	–	0.08%	67
2019 Q1	$466K	Buy	+12,316	New	+$443K	0.13%	65

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mason Investment Advisory Services's IWF Position: Q2 2026 in Review

Mason Investment Advisory Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 110% in Q2 2026, buying an estimated $935K and bringing the position to 14,824 shares worth $1.84M. The position accounts for 0.07% of the portfolio, ranked #22.

Mason Investment Advisory Services first reported a position in IWF in Q1 2019 and has held it in 30 quarters since. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Mason Investment Advisory Services held 14,824 shares of iShares Russell 1000 Growth ETF worth $1.84M as of Q2 2026.
Mason Investment Advisory Services bought 7,760 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $935K.
iShares Russell 1000 Growth ETF made up 0.07% of Mason Investment Advisory Services's portfolio in Q2 2026, its #22 holding.
Mason Investment Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 30 quarters since.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.