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

Mather Group’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.75M Sell
35,177
-88
-0.2% -$9.7K 0.03% 203
2026
Q2 		$3.89M Sell
35,265
-146
-0.4% -$15.4K 0.03% 183
2026
Q1 		$3.44M Buy
35,411
+249
+0.7% +$24.9K 0.03% 167
2025
Q4 		$3.39M Buy
35,162
+129
+0.4% +$12.4K 0.03% 150
2025
Q3 		$3.38M Hold
35,033
– – 0.03% 151
2025
Q2 		$3.22M Buy
35,033
+42
+0.1% +$3.63K 0.03% 145
2025
Q1 		$2.98M Buy
34,991
+8,375
+31% +$747K 0.03% 141
2024
Q4 		$2.35M Buy
26,616
+715
+3% +$64.9K 0.03% 152
2024
Q3 		$2.28M Sell
25,901
-10,290
-28% -$867K 0.03% 159
2024
Q2 		$3.04M Buy
36,191
+10,138
+39% +$825K 0.04% 148
2024
Q1 		$2.03M Hold
26,053
– – 0.03% 157
2023
Q4 		$2.03M Buy
26,053
+11,519
+79% +$818K 0.03% 161
2023
Q3 		$1.01M Sell
14,534
-4,932
-25% -$360K 0.02% 216
2023
Q2 		$1.42M Sell
19,466
-170
-0.9% -$11.8K 0.02% 181
2023
Q1 		$1.37M Buy
19,636
+91
+0.5% +$6.42K 0.02% 179
2022
Q4 		$1.32M Sell
19,545
-1,944
-9% -$131K 0.03% 173
2022
Q3 		$1.34M Buy
21,489
+399
+2% +$27.4K 0.03% 161
2022
Q2 		$1.36M Sell
21,090
-75
-0.4% -$5.34K 0.03% 153
2022
Q1 		$1.65M Buy
21,165
+76
+0.4% +$5.85K 0.03% 126
2021
Q4 		$1.75M Hold
21,089
– – 0.03% 104
2021
Q3 		$1.65M Buy
21,089
+197
+0.9% +$15.8K 0.04% 86
2021
Q2 		$1.66M Sell
20,892
-6
-0% -$465 0.04% 81
2021
Q1 		$1.54M Sell
20,898
-2,033
-9% -$147K 0.04% 78
2020
Q4 		$1.57M Sell
22,931
-16,299
-42% -$1.04M 0.05% 74
2020
Q3 		$2.25M Sell
39,230
-32,829
-46% -$1.87M 0.09% 56
2020
Q2 		$3.86M Sell
72,059
-3,428
-5% -$172K 0.18% 45
2020
Q1 		$3.26M Buy
75,487
+5,956
+9% +$328K 0.23% 44
2019
Q4 		$4.14M Buy
+69,531
New +$3.99M 0.26% 41

Other funds holding IWR

Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Mather Group's IWR Position: Q3 2026 in Review

Mather Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.25% in Q3 2026, selling an estimated $9.7K and leaving 35,177 shares worth $3.75M. The position accounts for 0.03% of the portfolio, ranked #203.

Mather Group first reported a position in IWR in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.14M in Q4 2019. 347 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Mather Group held 35,177 shares of iShares Russell Mid-Cap ETF worth $3.75M as of Q3 2026.
  • Mather Group sold 88 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $9.7K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Mather Group's portfolio in Q3 2026, its #203 holding.
  • Mather Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Mather Group's iShares Russell Mid-Cap ETF position peaked at $4.14M in Q4 2019.
  • 347 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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