Mather Group
IWO icon

Mather Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mather Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.11M Buy
5,913
+481
+9% +$181K 0.02% 265
2026
Q2 		$2.14M Buy
5,432
+320
+6% +$117K 0.02% 262
2026
Q1 		$1.6M Sell
5,112
-5
-0.1% -$1.66K 0.02% 259
2025
Q4 		$1.65M Sell
5,117
-10
-0.2% -$3.25K 0.02% 223
2025
Q3 		$1.64M Sell
5,127
-13
-0.3% -$3.92K 0.02% 224
2025
Q2 		$1.47M Sell
5,140
-140
-3% -$36.8K 0.02% 227
2025
Q1 		$1.35M Buy
5,280
+49
+0.9% +$13.8K 0.02% 216
2024
Q4 		$1.51M Buy
5,231
+5
+0.1% +$1.48K 0.02% 194
2024
Q3 		$1.48M Sell
5,226
-417
-7% -$114K 0.02% 197
2024
Q2 		$1.53M Buy
5,643
+1,048
+23% +$272K 0.02% 213
2024
Q1 		$1.16M Sell
4,595
-406
-8% -$104K 0.02% 203
2023
Q4 		$1.26M Sell
5,001
-18
-0.4% -$4.06K 0.02% 203
2023
Q3 		$1.13M Sell
5,019
-189
-4% -$45.2K 0.02% 201
2023
Q2 		$1.26M Sell
5,208
-2,464
-32% -$565K 0.02% 196
2023
Q1 		$1.74M Buy
7,672
+2,530
+49% +$579K 0.03% 157
2022
Q4 		$1.1M Sell
5,142
-44
-0.8% -$9.6K 0.02% 195
2022
Q3 		$1.07M Sell
5,186
-13
-0.3% -$2.93K 0.02% 187
2022
Q2 		$1.07M Sell
5,199
-262
-5% -$58.4K 0.02% 173
2022
Q1 		$1.4M Buy
5,461
+236
+5% +$60.4K 0.03% 134
2021
Q4 		$1.53M Buy
5,225
+3,906
+296% +$1.18M 0.03% 115
2021
Q3 		$387K Buy
1,319
+270
+26% +$81.1K 0.01% 195
2021
Q2 		$327K Buy
1,049
+62
+6% +$18.7K 0.01% 208
2021
Q1 		$297K Buy
987
+136
+16% +$42.2K 0.01% 209
2020
Q4 		$244K Buy
+851
New +$217K 0.01% 209

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Mather Group's IWO Position: Q3 2026 in Review

Mather Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 8.9% in Q3 2026, buying an estimated $181K and bringing the position to 5,913 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #265.

Mather Group first reported a position in IWO in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.14M in Q2 2026. 293 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Mather Group held 5,913 shares of iShares Russell 2000 Growth ETF worth $2.11M as of Q3 2026.
  • Mather Group bought 481 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $181K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Mather Group's portfolio in Q3 2026, its #265 holding.
  • Mather Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Mather Group's iShares Russell 2000 Growth ETF position peaked at $2.14M in Q2 2026.
  • 293 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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