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Mather Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Mather Group’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$594K Buy
2,686
+602
+29% +$126K 0.01% 495
2026
Q1 		$395K Hold
2,084
– – ﹤0.01% 554
2025
Q4 		$378K Buy
2,084
+70
+3% +$12.6K ﹤0.01% 468
2025
Q3 		$356K Hold
2,014
– – ﹤0.01% 469
2025
Q2 		$318K Sell
2,014
-49
-2% -$7.3K ﹤0.01% 483
2025
Q1 		$311K Buy
2,063
+221
+12% +$35.7K ﹤0.01% 479
2024
Q4 		$302K Buy
1,842
+21
+1% +$3.58K ﹤0.01% 463
2024
Q3 		$304K Sell
1,821
-281
-13% -$45.6K ﹤0.01% 464
2024
Q2 		$334K Buy
2,102
+511
+32% +$78.2K ﹤0.01% 503
2024
Q1 		$247K Hold
1,591
– – ﹤0.01% 481
2023
Q4 		$247K Sell
1,591
-9
-0.6% -$1.25K ﹤0.01% 497
2023
Q3 		$217K Sell
1,600
-446
-22% -$64K ﹤0.01% 509
2023
Q2 		$288K Buy
2,046
+429
+27% +$58K ﹤0.01% 466
2023
Q1 		$222K Buy
+1,617
New +$234K ﹤0.01% 469
2022
Q2 		– Sell
-3,207
Closed -$518K – 435
2022
Q1 		$518K Sell
3,207
-25
-0.8% -$3.99K 0.01% 259
2021
Q4 		$537K Buy
+3,232
New +$539K 0.01% 214
2020
Q1 		– Sell
-4,253
Closed -$547K – 163
2019
Q4 		$547K Buy
+4,253
New +$526K 0.03% 83

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mather Group's IWN Position: Q2 2026 in Review

Mather Group increased its iShares Russell 2000 Value ETF (IWN) stake by 29% in Q2 2026, buying an estimated $126K and bringing the position to 2,686 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #495.

Mather Group first reported a position in IWN in Q4 2019 and has held it in 17 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Mather Group held 2,686 shares of iShares Russell 2000 Value ETF worth $594K as of Q2 2026.
  • Mather Group bought 602 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $126K.
  • iShares Russell 2000 Value ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #495 holding.
  • Mather Group first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 17 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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