Mather Group
IWB icon

Mather Group’s iShares Russell 1000 ETF IWB Stock Holding History

Mather Group’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.88M Buy
18,928
+216
+1% +$89.8K 0.07% 125
2026
Q2 		$7.66M Sell
18,712
-564
-3% -$224K 0.07% 125
2026
Q1 		$6.87M Sell
19,276
-167
-0.9% -$62.2K 0.07% 106
2025
Q4 		$7.26M Sell
19,443
-371
-2% -$137K 0.07% 98
2025
Q3 		$7.24M Sell
19,814
-563
-3% -$198K 0.07% 96
2025
Q2 		$6.92M Sell
20,377
-215
-1% -$67.5K 0.07% 102
2025
Q1 		$6.32M Sell
20,592
-61
-0.3% -$19.7K 0.07% 103
2024
Q4 		$6.65M Sell
20,653
-6
-0% -$1.94K 0.09% 95
2024
Q3 		$6.49M Sell
20,659
-913
-4% -$276K 0.08% 101
2024
Q2 		$6.21M Buy
21,572
+13,329
+162% +$3.83M 0.08% 111
2024
Q1 		$2.16M Sell
8,243
-506
-6% -$139K 0.03% 155
2023
Q4 		$2.29M Sell
8,749
-86
-1% -$21.1K 0.04% 154
2023
Q3 		$2.08M Sell
8,835
-11,428
-56% -$2.8M 0.04% 153
2023
Q2 		$4.94M Buy
20,263
+12,816
+172% +$2.95M 0.08% 98
2023
Q1 		$1.68M Buy
7,447
+340
+5% +$74.8K 0.03% 158
2022
Q4 		$1.5M Buy
7,107
+265
+4% +$56.1K 0.03% 157
2022
Q3 		$1.35M Buy
6,842
+642
+10% +$141K 0.03% 159
2022
Q2 		$1.29M Buy
6,200
+34
+0.6% +$7.68K 0.03% 157
2022
Q1 		$1.54M Buy
6,166
+1,025
+20% +$253K 0.03% 129
2021
Q4 		$1.36M Sell
5,141
-61
-1% -$15.7K 0.03% 125
2021
Q3 		$1.26M Buy
5,202
+388
+8% +$96.5K 0.03% 101
2021
Q2 		$1.16M Sell
4,814
-203
-4% -$47.8K 0.03% 98
2021
Q1 		$1.12M Buy
5,017
+420
+9% +$92K 0.03% 93
2020
Q4 		$974K Buy
4,597
+1,158
+34% +$231K 0.03% 96
2020
Q3 		$644K Buy
3,439
+762
+28% +$141K 0.03% 116
2020
Q2 		$460K Sell
2,677
-3,432
-56% -$555K 0.02% 137
2020
Q1 		$865K Buy
6,109
+4,737
+345% +$801K 0.06% 72
2019
Q4 		$245K Buy
+1,372
New +$234K 0.02% 150

Other funds holding IWB

MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HFA
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Mather Group's IWB Position: Q3 2026 in Review

Mather Group increased its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q3 2026, buying an estimated $89.8K and bringing the position to 18,928 shares worth $7.88M. The position accounts for 0.07% of the portfolio, ranked #125.

Mather Group first reported a position in IWB in Q4 2019 and has held it in 28 quarters since. 312 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Mather Group held 18,928 shares of iShares Russell 1000 ETF worth $7.88M as of Q3 2026.
  • Mather Group bought 216 iShares Russell 1000 ETF shares in Q3 2026, an estimated $89.8K.
  • iShares Russell 1000 ETF made up 0.07% of Mather Group's portfolio in Q3 2026, its #125 holding.
  • Mather Group first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 28 quarters since.
  • 312 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.