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

Mason Investment Advisory Services’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,849
Closed -$597K – 81
2025
Q4 		$597K Hold
1,849
– – 0.03% 47
2025
Q3 		$592K Hold
1,849
– – 0.03% 47
2025
Q2 		$528K Hold
1,849
– – 0.03% 45
2025
Q1 		$472K Hold
1,849
– – 0.03% 43
2024
Q4 		$532K Buy
1,849
+7
+0.4% +$2.07K 0.03% 43
2024
Q3 		$523K Buy
1,842
+3
+0.2% +$822 0.03% 42
2024
Q2 		$483K Buy
1,839
+3
+0.2% +$779 0.03% 44
2024
Q1 		$497K Hold
1,836
– – 0.03% 39
2023
Q4 		$463K Hold
1,836
– – 0.03% 38
2023
Q3 		$412K Hold
1,836
– – 0.04% 36
2023
Q2 		$446K Hold
1,836
– – 0.04% 34
2023
Q1 		$416K Sell
1,836
-744
-29% -$170K 0.04% 33
2022
Q4 		$553K Hold
2,580
– – 0.06% 30
2022
Q3 		$533K Sell
2,580
-294
-10% -$66.2K 0.06% 24
2022
Q2 		$593K Hold
2,874
– – 0.06% 23
2022
Q1 		$735K Sell
2,874
-8
-0.3% -$2.05K 0.06% 57
2021
Q4 		$845K Sell
2,882
-38
-1% -$11.5K 0.07% 55
2021
Q3 		$857K Sell
2,920
-11
-0.4% -$3.31K 0.09% 50
2021
Q2 		$914K Hold
2,931
– – 0.09% 52
2021
Q1 		$881K Sell
2,931
-260
-8% -$80.7K 0.09% 52
2020
Q4 		$915K Sell
3,191
-20
-0.6% -$5.1K 0.11% 43
2020
Q3 		$711K Hold
3,211
– – 0.1% 51
2020
Q2 		$664K Sell
3,211
-2,160
-40% -$404K 0.1% 51
2020
Q1 		$850K Sell
5,371
-1,281
-19% -$254K 0.14% 39
2019
Q4 		$1.42M Hold
6,652
– – 0.21% 28
2019
Q3 		$1.28M Sell
6,652
-146
-2% -$28.9K 0.21% 31
2019
Q2 		$1.37M Hold
6,798
– – 0.23% 25
2019
Q1 		$1.34M Buy
+6,798
New +$1.29M 0.37% 23

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Mason Investment Advisory Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 1,849 shares — an estimated $597K sold.

Mason Investment Advisory Services first reported a position in IWO in Q1 2019 and held it in 28 quarters. The position peaked at $1.42M in Q4 2019. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Mason Investment Advisory Services reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Mason Investment Advisory Services sold 1,849 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $597K.
  • Mason Investment Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and held it in 28 quarters.
  • Mason Investment Advisory Services's iShares Russell 2000 Growth ETF position peaked at $1.42M in Q4 2019.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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