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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$273K	Hold	1,277	–	–	0.1%	174
2025 Q4	$269K	Hold	1,277	–	–	0.11%	169
2025 Q3	$260K	Hold	1,277	–	–	0.11%	162
2025 Q2	$248K	Hold	1,277	–	–	0.12%	157
2025 Q1	$240K	Hold	1,277	–	–	0.13%	155
2024 Q4	$236K	Hold	1,277	–	–	0.12%	155
2024 Q3	$242K	Hold	1,277	–	–	0.13%	151
2024 Q2	$223K	Hold	1,277	–	–	0.13%	154
2024 Q1	$229K	Hold	1,277	–	–	0.14%	146
2023 Q4	$211K	Hold	1,277	–	–	0.14%	147
2023 Q3	$194K	Hold	1,277	–	–	0.14%	150
2023 Q2	$194K	Hold	1,277	–	–	0.14%	157
2023 Q1	$194K	Hold	1,277	–	–	0.14%	157
2022 Q4	$194K	Hold	1,277	–	–	0.15%	151
2022 Q3	$174K	Hold	1,277	–	–	0.14%	159
2022 Q2	$185K	Hold	1,277	–	–	0.14%	162
2022 Q1	$212K	Hold	1,277	–	–	0.13%	157
2021 Q4	$214K	Hold	1,277	–	–	0.13%	154
2021 Q3	$200K	Hold	1,277	–	–	0.13%	154
2021 Q2	$203K	Hold	1,277	–	–	0.14%	155
2021 Q1	$194K	Hold	1,277	–	–	0.14%	155
2020 Q4	$175K	Hold	1,277	–	–	0.15%	152
2020 Q3	$151K	Hold	1,277	–	–	0.14%	148
2020 Q2	$144K	Buy	1,277 +1,100	+621%	+$121K	0.15%	145
2020 Q1	$18K	Hold	177	–	–	0.02%	278
2019 Q4	$24K	Buy	+177	New	+$23.3K	0.02%	280

Other funds holding IWD

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

S.A. Mason's IWD Position: Q1 2026 in Review

S.A. Mason held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,277 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #174.

S.A. Mason first reported a position in IWD in Q4 2019 and has held it in 26 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

S.A. Mason held 1,277 shares of iShares Russell 1000 Value ETF worth $273K as of Q1 2026.
S.A. Mason left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.1% of S.A. Mason's portfolio in Q1 2026, its #174 holding.
S.A. Mason first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 26 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.