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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

S.A. Mason held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,660 shares worth $412K. The position accounts for 0.15% of the portfolio, ranked #135.

S.A. Mason first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • S.A. Mason held 1,660 shares of iShares Russell 2000 ETF worth $412K as of Q1 2026.
  • S.A. Mason left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.15% of S.A. Mason's portfolio in Q1 2026, its #135 holding.
  • S.A. Mason first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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