Mather Group’s iShares Micro-Cap ETF IWC Stock Holding History

Mather Group’s Portfolio IWC Stock Details IWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$118K	Hold	639	–	–	﹤0.01%	919
2026 Q2	$128K	Hold	639	–	–	﹤0.01%	880
2026 Q1	$102K	Buy	+639	New	+$106K	﹤0.01%	887
2025 Q4	–	Sell	-639	Closed	-$95.2K	–	1150
2025 Q3	$95.2K	Buy	+639	New	+$88.7K	﹤0.01%	778
2025 Q2	–	Sell	-639	Closed	-$70.8K	–	1172
2025 Q1	$70.8K	Hold	639	–	–	﹤0.01%	836
2024 Q4	$83.3K	Hold	639	–	–	﹤0.01%	773
2024 Q3	$78.8K	Hold	639	–	–	﹤0.01%	790
2024 Q2	$77.4K	Hold	639	–	–	﹤0.01%	880
2024 Q1	$74.1K	Buy	+639	New	+$73.5K	﹤0.01%	781

Other funds holding IWC

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Mather Group's IWC Position: Q3 2026 in Review

Mather Group held its iShares Micro-Cap ETF (IWC) position steady in Q3 2026 at 639 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Mather Group first reported a position in IWC in Q1 2024 and has held it in 9 quarters since. The position peaked at $128K in Q2 2026. 49 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

Mather Group held 639 shares of iShares Micro-Cap ETF worth $118K as of Q3 2026.
Mather Group left its iShares Micro-Cap ETF share count unchanged in Q3 2026.
iShares Micro-Cap ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #919 holding.
Mather Group first reported a position in iShares Micro-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Mather Group's iShares Micro-Cap ETF position peaked at $128K in Q2 2026.
49 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

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