A detailed history of Mason & Associates, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Mason & Associates, LLC holds 1,788 shares of IWV stock, worth $646,522. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,788
Previous 2,066 13.46%
Holding current value
$646,522
Previous $656 Million 4.37%
% of portfolio
0.16%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025

SELL
$281.67 - $351.0 $78,304 - $97,578
-278 Reduced 13.46%
1,788 $628 Million
Q4 2024

Jan 15, 2025

SELL
$323.08 - $349.08 $5,169 - $5,585
-16 Reduced 0.77%
2,066 $691 Million
Q2 2024

Jul 16, 2024

BUY
$283.16 - $309.9 $589,539 - $645,211
2,082 New
2,082 $643 Million

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Mason & Associates, LLC Portfolio

Follow Mason & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mason & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mason & Associates, LLC with notifications on news.