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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
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 		$1.17M 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mather Group's IWB Position: Q1 2026 in Review

Mather Group reduced its iShares Russell 1000 ETF (IWB) stake by 0.86% in Q1 2026, selling an estimated $62.2K and leaving 19,276 shares worth $6.87M. The position accounts for 0.07% of the portfolio, ranked #106.

Mather Group first reported a position in IWB in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.26M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Mather Group held 19,276 shares of iShares Russell 1000 ETF worth $6.87M as of Q1 2026.
  • Mather Group sold 167 iShares Russell 1000 ETF shares in Q1 2026, an estimated $62.2K.
  • iShares Russell 1000 ETF made up 0.07% of Mather Group's portfolio in Q1 2026, its #106 holding.
  • Mather Group first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Mather Group's iShares Russell 1000 ETF position peaked at $7.26M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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