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Mather Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Mather Group’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$122K Buy
833
+77
+10% +$10.6K ﹤0.01% 893
2026
Q1 		$96.9K Buy
+756
New +$102K ﹤0.01% 897
2025
Q4 		– Sell
-731
Closed -$104K – 1151
2025
Q3 		$104K Buy
+731
New +$103K ﹤0.01% 763
2025
Q2 		– Sell
-645
Closed -$75.8K – 1173
2025
Q1 		$75.8K Sell
645
-1,600
-71% -$206K ﹤0.01% 819
2024
Q4 		$285K Sell
2,245
-107
-5% -$13.6K ﹤0.01% 474
2024
Q3 		$276K Sell
2,352
-12
-0.5% -$1.34K ﹤0.01% 486
2024
Q2 		$270K Buy
2,364
+518
+28% +$56.9K ﹤0.01% 555
2024
Q1 		$193K Buy
+1,846
New +$200K ﹤0.01% 535
2022
Q1 		– Sell
-1,880
Closed -$217K – 458
2021
Q4 		$217K Sell
1,880
-14
-0.7% -$1.63K ﹤0.01% 364
2021
Q3 		$212K Sell
1,894
-226
-11% -$26K 0.01% 270
2021
Q2 		$240K Buy
2,120
+60
+3% +$6.41K 0.01% 249
2021
Q1 		$210K Sell
2,060
-300
-13% -$31.4K 0.01% 254
2020
Q4 		$242K Buy
+2,360
New +$225K 0.01% 211
2020
Q1 		– Sell
-2,748
Closed -$210K – 164
2019
Q4 		$210K Buy
+2,748
New +$201K 0.01% 165

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Mather Group's IWP Position: Q2 2026 in Review

Mather Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 10% in Q2 2026, buying an estimated $10.6K and bringing the position to 833 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Mather Group first reported a position in IWP in Q4 2019 and has held it in 14 quarters since. The position peaked at $285K in Q4 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Mather Group held 833 shares of iShares Russell Mid-Cap Growth ETF worth $122K as of Q2 2026.
  • Mather Group bought 77 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $10.6K.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #893 holding.
  • Mather Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 14 quarters since.
  • Mather Group's iShares Russell Mid-Cap Growth ETF position peaked at $285K in Q4 2024.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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