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Mather Group’s iShares Russell 2000 ETF IWM Stock Holding History

Mather Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.84M Buy
16,103
+9,454
+142% +$2.66M 0.04% 164
2026
Q1 		$1.65M Buy
6,649
+385
+6% +$99.3K 0.02% 253
2025
Q4 		$1.54M Sell
6,264
-668
-10% -$164K 0.02% 231
2025
Q3 		$1.68M Sell
6,932
-80
-1% -$18.4K 0.02% 220
2025
Q2 		$1.51M Sell
7,012
-234
-3% -$47.1K 0.02% 223
2025
Q1 		$1.45M Sell
7,246
-281
-4% -$61K 0.02% 209
2024
Q4 		$1.66M Sell
7,527
-33
-0.4% -$7.52K 0.02% 181
2024
Q3 		$1.67M Sell
7,560
-915
-11% -$196K 0.02% 183
2024
Q2 		$1.78M Buy
8,475
+24
+0.3% +$4.85K 0.02% 200
2024
Q1 		$1.7M Sell
8,451
-4
-0% -$798 0.03% 166
2023
Q4 		$1.7M Buy
8,455
+1,559
+23% +$279K 0.03% 169
2023
Q3 		$1.22M Sell
6,896
-1,376
-17% -$258K 0.02% 190
2023
Q2 		$1.55M Sell
8,272
-53
-0.6% -$9.45K 0.02% 175
2023
Q1 		$1.49M Sell
8,325
-243
-3% -$44.7K 0.03% 167
2022
Q4 		$1.49M Buy
8,568
+253
+3% +$45K 0.03% 158
2022
Q3 		$1.37M Sell
8,315
-20
-0.2% -$3.65K 0.03% 158
2022
Q2 		$1.41M Buy
8,335
+257
+3% +$47.4K 0.03% 149
2022
Q1 		$1.66M Buy
8,078
+260
+3% +$53K 0.03% 125
2021
Q4 		$1.74M Buy
7,818
+230
+3% +$52K 0.03% 105
2021
Q3 		$1.66M Sell
7,588
-224
-3% -$49.7K 0.04% 85
2021
Q2 		$1.79M Buy
7,812
+84
+1% +$18.9K 0.05% 80
2021
Q1 		$1.71M Sell
7,728
-1,324
-15% -$289K 0.05% 74
2020
Q4 		$1.77M Sell
9,052
-2,449
-21% -$429K 0.06% 68
2020
Q3 		$1.72M Sell
11,501
-10,161
-47% -$1.53M 0.07% 63
2020
Q2 		$3.1M Buy
21,662
+4,110
+23% +$539K 0.14% 49
2020
Q1 		$2.01M Buy
17,552
+2,401
+16% +$358K 0.14% 52
2019
Q4 		$2.51M Buy
+15,151
New +$2.39M 0.16% 50
2014
Q2 		– Sell
-74,725
Closed -$8.69M – 24
2014
Q1 		$8.69M Sell
74,725
-397
-0.5% -$45.8K 3.19% 15
2013
Q4 		$8.67M Sell
75,122
-1,586
-2% -$175K 3.3% 14
2013
Q3 		$8.18M Buy
76,708
+1,210
+2% +$125K 3.39% 14
2013
Q2 		$7.32M Buy
+75,498
New +$7.21M 3.16% 14

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mather Group's IWM Position: Q2 2026 in Review

Mather Group increased its iShares Russell 2000 ETF (IWM) stake by 142% in Q2 2026, buying an estimated $2.66M and bringing the position to 16,103 shares worth $4.84M. The position accounts for 0.04% of the portfolio, ranked #164.

Mather Group first reported a position in IWM in Q2 2013 and has held it in 31 quarters since. The position peaked at $8.69M in Q1 2014. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Mather Group held 16,103 shares of iShares Russell 2000 ETF worth $4.84M as of Q2 2026.
  • Mather Group bought 9,454 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.66M.
  • iShares Russell 2000 ETF made up 0.04% of Mather Group's portfolio in Q2 2026, its #164 holding.
  • Mather Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 31 quarters since.
  • Mather Group's iShares Russell 2000 ETF position peaked at $8.69M in Q1 2014.
  • 2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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