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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mather Group's IWR Position: Q1 2026 in Review

Mather Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.71% in Q1 2026, buying an estimated $24.9K and bringing the position to 35,411 shares worth $3.44M. The position accounts for 0.03% of the portfolio, ranked #167.

Mather Group first reported a position in IWR in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.14M in Q4 2019. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Mather Group held 35,411 shares of iShares Russell Mid-Cap ETF worth $3.44M as of Q1 2026.
  • Mather Group bought 249 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $24.9K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Mather Group's portfolio in Q1 2026, its #167 holding.
  • Mather Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Mather Group's iShares Russell Mid-Cap ETF position peaked at $4.14M in Q4 2019.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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