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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
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

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mather Group's IWC Position: Q2 2026 in Review

Mather Group held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 639 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Mather Group first reported a position in IWC in Q1 2024 and has held it in 8 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Mather Group held 639 shares of iShares Micro-Cap ETF worth $128K as of Q2 2026.
  • Mather Group left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #880 holding.
  • Mather Group first reported a position in iShares Micro-Cap ETF in Q1 2024 and has held it in 8 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.