Mather Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.22M | Buy |
54,985
+15,064
| +38% | +$1.81M | 0.06% | 114 |
|
|
2025
Q4 | $4.92M | Buy |
39,921
+920
| +2% | +$113K | 0.05% | 122 |
|
|
2025
Q3 | $4.71M | Sell |
39,001
-45
| -0.1% | -$5.18K | 0.05% | 128 |
|
|
2025
Q2 | $4.3M | Sell |
39,046
-5,172
| -12% | -$512K | 0.05% | 128 |
|
|
2025
Q1 | $4.1M | Buy |
44,218
+10,888
| +33% | +$1.1M | 0.05% | 128 |
|
|
2024
Q4 | $3.38M | Buy |
33,330
+1,186
| +4% | +$118K | 0.04% | 136 |
|
|
2024
Q3 | $3.08M | Buy |
32,144
+7,982
| +33% | +$737K | 0.04% | 139 |
|
|
2024
Q2 | $2.04M | Buy |
24,162
+7,890
| +48% | +$680K | 0.03% | 178 |
|
|
2024
Q1 | $1.22M | Sell |
16,272
-2,584
| -14% | -$208K | 0.02% | 200 |
|
|
2023
Q4 | $1.42M | Buy |
18,856
+76
| +0.4% | +$5.41K | 0.02% | 185 |
|
|
2023
Q3 | $1.28M | Buy |
18,780
+4,162
| +28% | +$295K | 0.02% | 185 |
|
|
2023
Q2 | $1.03M | Buy |
14,618
+496
| +4% | +$32.8K | 0.02% | 229 |
|
|
2023
Q1 | $902K | Sell |
14,122
-218
| -2% | -$13.3K | 0.02% | 224 |
|
|
2022
Q4 | $839K | Sell |
14,340
-121
| -0.8% | -$7.27K | 0.02% | 232 |
|
|
2022
Q3 | $837K | Sell |
14,461
-324
| -2% | -$21.1K | 0.02% | 219 |
|
|
2022
Q2 | $892K | Sell |
14,785
-113
| -0.8% | -$7.48K | 0.02% | 194 |
|
|
2022
Q1 | $1.14M | Buy |
14,898
+885
| +6% | +$66.5K | 0.02% | 158 |
|
|
2021
Q4 | $1.17M | Sell |
14,013
-75
| -0.5% | -$6.04K | 0.02% | 137 |
|
|
2021
Q3 | $1.04M | Sell |
14,088
-908
| -6% | -$69.2K | 0.03% | 115 |
|
|
2021
Q2 | $1.09M | Sell |
14,996
-9,372
| -38% | -$649K | 0.03% | 102 |
|
|
2021
Q1 | $1.59M | Sell |
24,368
-1,288
| -5% | -$83.3K | 0.04% | 76 |
|
|
2020
Q4 | $1.64M | Sell |
25,656
-1,420
| -5% | -$86.1K | 0.05% | 72 |
|
|
2020
Q3 | $1.56M | Sell |
27,076
-1,100
| -4% | -$62.3K | 0.06% | 70 |
|
|
2020
Q2 | $1.46M | Sell |
28,176
-1,004
| -3% | -$48.1K | 0.07% | 71 |
|
|
2020
Q1 | $1.2M | Sell |
29,180
-3,476
| -11% | -$164K | 0.08% | 63 |
|
|
2019
Q4 | $1.58M | Buy |
32,656
+1,608
| +5% | +$74.5K | 0.1% | 59 |
|
|
2019
Q3 | $1.4M | Sell |
31,048
-2,364
| -7% | -$107K | 0.1% | 46 |
|
|
2019
Q2 | $1.5M | Sell |
33,412
-1,288
| -4% | -$56.6K | 0.12% | 44 |
|
|
2019
Q1 | $1.5M | Buy |
34,700
+384
| +1% | +$15.7K | 0.12% | 46 |
|
|
2018
Q4 | $1.29M | Buy |
34,316
+4,468
| +15% | +$181K | 0.12% | 47 |
|
|
2018
Q3 | $1.32M | Sell |
29,848
-8,356
| -22% | -$359K | 0.12% | 39 |
|
|
2018
Q2 | $1.55M | Sell |
38,204
-11,264
| -23% | -$452K | 0.15% | 27 |
|
|
2018
Q1 | $1.92M | Buy |
49,468
+9,744
| +25% | +$389K | 0.2% | 27 |
|
|
2017
Q4 | $1.52M | Sell |
39,724
-260
| -0.7% | -$9.71K | 0.17% | 27 |
|
|
2017
Q3 | $1.43M | Buy |
39,984
+1,616
| +4% | +$56.9K | 0.17% | 29 |
|
|
2017
Q2 | $1.31M | Buy |
38,368
+1,012
| +3% | +$34.3K | 0.17% | 30 |
|
|
2017
Q1 | $1.23M | Buy |
37,356
+3,096
| +9% | +$99.3K | 0.19% | 31 |
|
|
2016
Q4 | $1.04M | Buy |
34,260
+1,472
| +4% | +$44.5K | 0.18% | 28 |
|
|
2016
Q3 | $997K | Buy |
32,788
+1,588
| +5% | +$48.1K | 0.19% | 21 |
|
|
2016
Q2 | $909K | Buy |
31,200
+1,436
| +5% | +$41.7K | 0.18% | 21 |
|
|
2016
Q1 | $862K | Buy |
29,764
+1,608
| +6% | +$44.2K | 0.18% | 22 |
|
|
2015
Q4 | $815K | Buy |
28,156
+11,200
| +66% | +$326K | 0.19% | 20 |
|
|
2015
Q3 | $457K | Buy |
16,956
+4,808
| +40% | +$137K | 0.12% | 21 |
|
|
2015
Q2 | $346K | Hold |
12,148
| – | – | 0.09% | 21 |
|
|
2015
Q1 | $346K | Buy |
12,148
+3,796
| +45% | +$108K | 0.09% | 21 |
|
|
2014
Q4 | $233K | Buy |
8,352
+116
| +1% | +$3.17K | 0.07% | 26 |
|
|
2014
Q3 | $220K | Sell |
8,236
-2,436
| -23% | -$64.9K | 0.07% | 21 |
|
|
2014
Q2 | $281K | Buy |
10,672
+276
| +3% | +$7K | 0.09% | 19 |
|
|
2014
Q1 | $259K | Sell |
10,396
-17,480
| -63% | -$432K | 0.1% | 21 |
|
|
2013
Q4 | $688K | Buy |
+27,876
| New | +$657K | 0.26% | 17 |
|
Other funds holding IVW
Mather Group's IVW Position: Q1 2026 in Review
Mather Group increased its iShares S&P 500 Growth ETF (IVW) stake by 38% in Q1 2026, buying an estimated $1.81M and bringing the position to 54,985 shares worth $6.22M. The position accounts for 0.06% of the portfolio, ranked #114.
Mather Group first reported a position in IVW in Q4 2013 and has held it in 50 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Mather Group held 54,985 shares of iShares S&P 500 Growth ETF worth $6.22M as of Q1 2026.
- Mather Group bought 15,064 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.81M.
- iShares S&P 500 Growth ETF made up 0.06% of Mather Group's portfolio in Q1 2026, its #114 holding.
- Mather Group first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 50 quarters since.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.