Mather Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $5.56M | Buy |
20,007
+3,904
| +24% | +$1.15M | 0.05% | 160 |
|
|
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 | $1.78M | 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
OE
AIC
Mather Group's IWM Position: Q3 2026 in Review
Mather Group increased its iShares Russell 2000 ETF (IWM) stake by 24% in Q3 2026, buying an estimated $1.15M and bringing the position to 20,007 shares worth $5.56M. The position accounts for 0.05% of the portfolio, ranked #160.
Mather Group first reported a position in IWM in Q2 2013 and has held it in 32 quarters since. The position peaked at $8.69M in Q1 2014. 571 funds tracked by Wall St. Rank hold IWM as of Q3 2026.
- Mather Group held 20,007 shares of iShares Russell 2000 ETF worth $5.56M as of Q3 2026.
- Mather Group bought 3,904 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.15M.
- iShares Russell 2000 ETF made up 0.05% of Mather Group's portfolio in Q3 2026, its #160 holding.
- Mather Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 32 quarters since.
- Mather Group's iShares Russell 2000 ETF position peaked at $8.69M in Q1 2014.
- 571 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.
Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.