Mason Investment Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,174	Closed	-$289K	–	80
2025 Q4	$289K	Buy	1,174 +3	+0.3%	+$738	0.01%	65
2025 Q3	$283K	Buy	+1,171	New	+$269K	0.01%	68
2020 Q1	–	Sell	-1,469	Closed	-$243K	–	88
2019 Q4	$243K	Buy	+1,469	New	+$232K	0.04%	81

Other funds holding IWM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Mason Investment Advisory Services sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 1,174 shares — an estimated $289K sold.

Mason Investment Advisory Services first reported a position in IWM in Q4 2019 and held it in 3 quarters. The position peaked at $289K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Mason Investment Advisory Services reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Mason Investment Advisory Services sold 1,174 iShares Russell 2000 ETF shares in Q1 2026, an estimated $289K.
Mason Investment Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 3 quarters.
Mason Investment Advisory Services's iShares Russell 2000 ETF position peaked at $289K in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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