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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
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% -$36.9K 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% -$9.64K 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

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Mather Group's IWO Position: Q1 2026 in Review

Mather Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.1% in Q1 2026, selling an estimated $1.66K and leaving 5,112 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #259.

Mather Group first reported a position in IWO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.74M in Q1 2023. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Mather Group held 5,112 shares of iShares Russell 2000 Growth ETF worth $1.6M as of Q1 2026.
  • Mather Group sold 5 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $1.66K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Mather Group's portfolio in Q1 2026, its #259 holding.
  • Mather Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Mather Group's iShares Russell 2000 Growth ETF position peaked at $1.74M in Q1 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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