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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.76M	Sell	16,464 -112	-0.7%	-$12.7K	0.66%	41
2025 Q4	$1.96M	Hold	16,576	–	–	0.78%	33
2025 Q3	$1.94M	Hold	16,576	–	–	0.86%	26
2025 Q2	$1.76M	Hold	16,576	–	–	0.85%	25
2025 Q1	$1.5M	Hold	16,576	–	–	0.79%	33
2024 Q4	$1.66M	Hold	16,576	–	–	0.87%	23
2024 Q3	$1.56M	Sell	16,576 -700	-4%	-$63.5K	0.82%	28
2024 Q2	$1.57M	Hold	17,276	–	–	0.9%	23
2024 Q1	$1.46M	Hold	17,276	–	–	0.88%	25
2023 Q4	$1.31M	Hold	17,276	–	–	0.88%	24
2023 Q3	$1.15M	Buy	17,276 +60	+0.3%	+$4.14K	0.83%	28
2023 Q2	$1.05M	Hold	17,216	–	–	0.76%	34
2023 Q1	$1.05M	Hold	17,216	–	–	0.76%	34
2022 Q4	$922K	Sell	17,216 -2,400	-12%	-$132K	0.69%	39
2022 Q3	$1.03M	Hold	19,616	–	–	0.82%	28
2022 Q2	$1.07M	Hold	19,616	–	–	0.78%	30
2022 Q1	$1.36M	Hold	19,616	–	–	0.85%	26
2021 Q4	$1.5M	Hold	19,616	–	–	0.9%	24
2021 Q3	$1.34M	Hold	19,616	–	–	0.88%	23
2021 Q2	$1.33M	Hold	19,616	–	–	0.92%	25
2021 Q1	$1.19M	Hold	19,616	–	–	0.89%	29
2020 Q4	$1.18M	Hold	19,616	–	–	0.98%	25
2020 Q3	$1.06M	Hold	19,616	–	–	1.01%	24
2020 Q2	$941K	Buy	19,616 +7,332	+60%	+$323K	0.99%	26
2020 Q1	$463K	Hold	12,284	–	–	0.56%	49
2019 Q4	$540K	Buy	+12,284	New	+$513K	0.51%	60

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

S.A. Mason reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.68% in Q1 2026, selling an estimated $12.7K and leaving 16,464 shares worth $1.76M. The position accounts for 0.66% of the portfolio, ranked #41.

S.A. Mason first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.96M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

S.A. Mason held 16,464 shares of iShares Russell 1000 Growth ETF worth $1.76M as of Q1 2026.
S.A. Mason sold 112 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $12.7K.
iShares Russell 1000 Growth ETF made up 0.66% of S.A. Mason's portfolio in Q1 2026, its #41 holding.
S.A. Mason first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
S.A. Mason's iShares Russell 1000 Growth ETF position peaked at $1.96M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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