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 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 $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mason Investment Advisory Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 7,064 shares worth $753K. The position accounts for 0.03% of the portfolio, ranked #37.

Mason Investment Advisory Services first reported a position in IWF in Q1 2019 and has held it in 29 quarters since. The position peaked at $836K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Mason Investment Advisory Services held 7,064 shares of iShares Russell 1000 Growth ETF worth $753K as of Q1 2026.
Mason Investment Advisory Services left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.03% of Mason Investment Advisory Services's portfolio in Q1 2026, its #37 holding.
Mason Investment Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 29 quarters since.
Mason Investment Advisory Services's iShares Russell 1000 Growth ETF position peaked at $836K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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