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 Q2	$228K	Buy	+758	New	+$213K	0.01%	78
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mason Investment Advisory Services opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 758 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #78 among its holdings. This is a return to the name: Mason Investment Advisory Services previously reported a position in IWM as recently as Q4 2025.

Mason Investment Advisory Services first reported a position in IWM in Q4 2019 and has held it in 4 quarters since. The position peaked at $289K in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Mason Investment Advisory Services held 758 shares of iShares Russell 2000 ETF worth $228K as of Q2 2026.
iShares Russell 2000 ETF was a new Mason Investment Advisory Services position in Q2 2026.
iShares Russell 2000 ETF made up 0.01% of Mason Investment Advisory Services's portfolio in Q2 2026, its #78 holding.
Mason Investment Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 4 quarters since.
Mason Investment Advisory Services's iShares Russell 2000 ETF position peaked at $289K in Q4 2025.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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