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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
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

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Mather Group's IWC Position: Q1 2026 in Review

Mather Group opened a new position in iShares Micro-Cap ETF (IWC) in Q1 2026: 639 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #887 among its holdings. This is a return to the name: Mather Group previously reported a position in IWC as recently as Q3 2025.

Mather Group first reported a position in IWC in Q1 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Mather Group held 639 shares of iShares Micro-Cap ETF worth $102K as of Q1 2026.
  • iShares Micro-Cap ETF was a new Mather Group position in Q1 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #887 holding.
  • Mather Group first reported a position in iShares Micro-Cap ETF in Q1 2024 and has held it in 7 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

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