Mather Group
IWL icon

Mather Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Mather Group’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.5K Sell
55
-3
-5% -$565 ﹤0.01% 1631
2026
Q2 		$10.7K Sell
58
-5
-8% -$899 ﹤0.01% 1484
2026
Q1 		$10.1K Buy
+63
New +$10.6K ﹤0.01% 1453

Other funds holding IWL

Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Nicollet Investment Management
Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Mather Group's IWL Position: Q3 2026 in Review

Mather Group reduced its iShares Russell Top 200 ETF (IWL) stake by 5.2% in Q3 2026, selling an estimated $565 and leaving 55 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Mather Group first reported a position in IWL in Q1 2026 and has held it in 3 quarters since. The position peaked at $10.7K in Q2 2026. 68 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

  • Mather Group held 55 shares of iShares Russell Top 200 ETF worth $10.5K as of Q3 2026.
  • Mather Group sold 3 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $565.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1631 holding.
  • Mather Group first reported a position in iShares Russell Top 200 ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's iShares Russell Top 200 ETF position peaked at $10.7K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

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