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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Mather Group's IWM Position: Q1 2026 in Review

Mather Group increased its iShares Russell 2000 ETF (IWM) stake by 6.1% in Q1 2026, buying an estimated $99.3K and bringing the position to 6,649 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #253.

Mather Group first reported a position in IWM in Q2 2013 and has held it in 30 quarters since. The position peaked at $8.69M in Q1 2014. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Mather Group held 6,649 shares of iShares Russell 2000 ETF worth $1.65M as of Q1 2026.
  • Mather Group bought 385 iShares Russell 2000 ETF shares in Q1 2026, an estimated $99.3K.
  • iShares Russell 2000 ETF made up 0.02% of Mather Group's portfolio in Q1 2026, its #253 holding.
  • Mather Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 30 quarters since.
  • Mather Group's iShares Russell 2000 ETF position peaked at $8.69M in Q1 2014.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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