S.A. Mason’s iShares Russell 1000 ETF IWB Stock Holding History

S.A. Mason’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$406K	Hold	975	–	–	0.12%	154
2026 Q2	$399K	Hold	975	–	–	0.12%	155
2026 Q1	$348K	Hold	975	–	–	0.13%	151
2025 Q4	$364K	Hold	975	–	–	0.14%	139
2025 Q3	$356K	Hold	975	–	–	0.16%	137
2025 Q2	$331K	Hold	975	–	–	0.16%	135
2025 Q1	$299K	Hold	975	–	–	0.16%	134
2024 Q4	$314K	Hold	975	–	–	0.17%	130
2024 Q3	$307K	Hold	975	–	–	0.16%	132
2024 Q2	$290K	Hold	975	–	–	0.17%	135
2024 Q1	$281K	Hold	975	–	–	0.17%	135
2023 Q4	$256K	Hold	975	–	–	0.17%	134
2023 Q3	$229K	Sell	975 -25	-3%	-$6.12K	0.17%	142
2023 Q2	$225K	Hold	1,000	–	–	0.16%	146
2023 Q1	$225K	Hold	1,000	–	–	0.16%	146
2022 Q4	$211K	Hold	1,000	–	–	0.16%	145
2022 Q3	$197K	Hold	1,000	–	–	0.16%	145
2022 Q2	$208K	Hold	1,000	–	–	0.15%	148
2022 Q1	$250K	Hold	1,000	–	–	0.16%	141
2021 Q4	$264K	Hold	1,000	–	–	0.16%	139
2021 Q3	$242K	Hold	1,000	–	–	0.16%	146
2021 Q2	$242K	Hold	1,000	–	–	0.17%	146
2021 Q1	$224K	Hold	1,000	–	–	0.17%	147
2020 Q4	$212K	Hold	1,000	–	–	0.18%	140
2020 Q3	$187K	Hold	1,000	–	–	0.18%	134
2020 Q2	$172K	Hold	1,000	–	–	0.18%	132
2020 Q1	$142K	Hold	1,000	–	–	0.17%	129
2019 Q4	$178K	Buy	+1,000	New	+$171K	0.17%	132

Other funds holding IWB

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

S.A. Mason's IWB Position: Q3 2026 in Review

S.A. Mason held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 975 shares worth $406K. The position accounts for 0.12% of the portfolio, ranked #154.

S.A. Mason first reported a position in IWB in Q4 2019 and has held it in 28 quarters since. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

S.A. Mason held 975 shares of iShares Russell 1000 ETF worth $406K as of Q3 2026.
S.A. Mason left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
iShares Russell 1000 ETF made up 0.12% of S.A. Mason's portfolio in Q3 2026, its #154 holding.
S.A. Mason first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 28 quarters since.
491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.