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Mather Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Mather Group’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.44M Buy
20,602
+2,633
+15% +$318K 0.02% 203
2025
Q4 		$2.04M Buy
17,969
+280
+2% +$31.4K 0.02% 201
2025
Q3 		$1.96M Buy
17,689
+828
+5% +$87.9K 0.02% 199
2025
Q2 		$1.68M Buy
16,861
+1,375
+9% +$130K 0.02% 211
2025
Q1 		$1.51M Buy
15,486
+2,709
+21% +$286K 0.02% 203
2024
Q4 		$1.39M Buy
12,777
+186
+1% +$20.6K 0.02% 205
2024
Q3 		$1.36M Buy
12,591
+2,540
+25% +$264K 0.02% 207
2024
Q2 		$1.03M Buy
10,051
+1,471
+17% +$145K 0.01% 261
2024
Q1 		$884K Buy
8,580
+69
+0.8% +$6.85K 0.01% 240
2023
Q4 		$877K Buy
8,511
+1,097
+15% +$100K 0.01% 249
2023
Q3 		$662K Sell
7,414
-113
-2% -$10.8K 0.01% 270
2023
Q2 		$716K Sell
7,527
-41
-0.5% -$3.75K 0.01% 282
2023
Q1 		$708K Buy
7,568
+24
+0.3% +$2.35K 0.01% 268
2022
Q4 		$689K Sell
7,544
-70
-0.9% -$6.45K 0.01% 268
2022
Q3 		$628K Sell
7,614
-10
-0.1% -$925 0.01% 258
2022
Q2 		$679K Sell
7,624
-12
-0.2% -$1.15K 0.02% 219
2022
Q1 		$782K Buy
7,636
+66
+0.9% +$6.73K 0.02% 205
2021
Q4 		$791K Sell
7,570
-15
-0.2% -$1.57K 0.02% 169
2021
Q3 		$764K Sell
7,585
-68
-0.9% -$6.87K 0.02% 136
2021
Q2 		$807K Sell
7,653
-929
-11% -$97.1K 0.02% 123
2021
Q1 		$865K Sell
8,582
-501
-6% -$47.4K 0.02% 112
2020
Q4 		$739K Sell
9,083
-149
-2% -$10.8K 0.02% 110
2020
Q3 		$565K Buy
9,232
+314
+4% +$19.7K 0.02% 127
2020
Q2 		$537K Sell
8,918
-70
-0.8% -$3.92K 0.02% 127
2020
Q1 		$449K Sell
8,988
-892
-9% -$61.8K 0.03% 93
2019
Q4 		$794K Buy
+9,880
New +$766K 0.05% 72
2018
Q4 		– Sell
-2,562
Closed -$214K – 68
2018
Q3 		$214K Sell
2,562
-2,638
-51% -$223K 0.02% 53
2018
Q2 		$424K Sell
5,200
-220
-4% -$17.6K 0.04% 50
2018
Q1 		$409K Sell
5,420
-46
-0.8% -$3.54K 0.04% 34
2017
Q4 		$420K Sell
5,466
-90
-2% -$6.78K 0.05% 34
2017
Q3 		$412K Buy
5,556
+212
+4% +$14.8K 0.05% 36
2017
Q2 		$374K Buy
5,344
+210
+4% +$14.5K 0.05% 38
2017
Q1 		$356K Buy
5,134
+384
+8% +$26.7K 0.05% 39
2016
Q4 		$333K Buy
4,750
+134
+3% +$8.78K 0.06% 39
2016
Q3 		$288K Buy
4,616
+202
+5% +$12.4K 0.05% 27
2016
Q2 		$258K Buy
4,414
+228
+5% +$13.1K 0.05% 27
2016
Q1 		$237K Buy
4,186
+426
+11% +$22.1K 0.05% 28
2015
Q4 		$203K Buy
+3,760
New +$209K 0.05% 34

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Mather Group's IJS Position: Q1 2026 in Review

Mather Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 15% in Q1 2026, buying an estimated $318K and bringing the position to 20,602 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #203.

Mather Group first reported a position in IJS in Q4 2015 and has held it in 38 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Mather Group held 20,602 shares of iShares S&P Small-Cap 600 Value ETF worth $2.44M as of Q1 2026.
  • Mather Group bought 2,633 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $318K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Mather Group's portfolio in Q1 2026, its #203 holding.
  • Mather Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2015 and has held it in 38 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.