S.A. Mason’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$461K	Hold	1,660	–	–	0.14%	141
2026 Q2	$499K	Hold	1,660	–	–	0.15%	134
2026 Q1	$412K	Hold	1,660	–	–	0.15%	135
2025 Q4	$409K	Hold	1,660	–	–	0.16%	124
2025 Q3	$402K	Hold	1,660	–	–	0.18%	122
2025 Q2	$358K	Hold	1,660	–	–	0.17%	128
2025 Q1	$331K	Sell	1,660 -75	-4%	-$16.3K	0.17%	126
2024 Q4	$383K	Buy	1,735 +20	+1%	+$4.56K	0.2%	117
2024 Q3	$379K	Buy	1,715 +135	+9%	+$28.9K	0.2%	112
2024 Q2	$321K	Sell	1,580 -45	-3%	-$9.09K	0.18%	124
2024 Q1	$342K	Hold	1,625	–	–	0.21%	116
2023 Q4	$326K	Hold	1,625	–	–	0.22%	117
2023 Q3	$287K	Hold	1,625	–	–	0.21%	118
2023 Q2	$290K	Hold	1,625	–	–	0.21%	122
2023 Q1	$290K	Sell	1,625 -25	-2%	-$4.6K	0.21%	122
2022 Q4	$288K	Sell	1,650 -25	-1%	-$4.45K	0.22%	120
2022 Q3	$276K	Sell	1,675 -13	-0.8%	-$2.37K	0.22%	121
2022 Q2	$286K	Hold	1,688	–	–	0.21%	122
2022 Q1	$346K	Hold	1,688	–	–	0.22%	122
2021 Q4	$375K	Hold	1,688	–	–	0.23%	112
2021 Q3	$369K	Hold	1,688	–	–	0.24%	113
2021 Q2	$387K	Buy	1,688 +15	+0.9%	+$3.37K	0.27%	103
2021 Q1	$370K	Hold	1,673	–	–	0.28%	99
2020 Q4	$328K	Hold	1,673	–	–	0.27%	101
2020 Q3	$251K	Hold	1,673	–	–	0.24%	110
2020 Q2	$240K	Hold	1,673	–	–	0.25%	108
2020 Q1	$191K	Buy	1,673 +100	+6%	+$14.9K	0.23%	109
2019 Q4	$261K	Buy	+1,573	New	+$249K	0.25%	109

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

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

S.A. Mason held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,660 shares worth $461K. The position accounts for 0.14% of the portfolio, ranked #141.

S.A. Mason first reported a position in IWM in Q4 2019 and has held it in 28 quarters since. The position peaked at $499K in Q2 2026. 704 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

S.A. Mason held 1,660 shares of iShares Russell 2000 ETF worth $461K as of Q3 2026.
S.A. Mason left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.14% of S.A. Mason's portfolio in Q3 2026, its #141 holding.
S.A. Mason first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 28 quarters since.
S.A. Mason's iShares Russell 2000 ETF position peaked at $499K in Q2 2026.
704 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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