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 Q3	$2.06M	Buy	16,479 +15	+0.1%	+$1.84K	0.61%	41
2026 Q2	$2.04M	Hold	16,464	–	–	0.63%	42
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

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

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

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

S.A. Mason increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.09% in Q3 2026, buying an estimated $1.84K and bringing the position to 16,479 shares worth $2.06M. The position accounts for 0.61% of the portfolio, ranked #41.

S.A. Mason first reported a position in IWF in Q4 2019 and has held it in 28 quarters since. 688 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

S.A. Mason held 16,479 shares of iShares Russell 1000 Growth ETF worth $2.06M as of Q3 2026.
S.A. Mason bought 15 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.84K.
iShares Russell 1000 Growth ETF made up 0.61% of S.A. Mason's portfolio in Q3 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 28 quarters since.
688 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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