Mather Group
IWS icon

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

Mather Group’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.27M Buy
38,985
+48
+0.1% +$8.05K 0.05% 151
2026
Q2 		$6.41M Buy
38,937
+1,458
+4% +$230K 0.06% 137
2026
Q1 		$5.46M Sell
37,479
-7
-0% -$1.04K 0.05% 126
2025
Q4 		$5.29M Buy
37,486
+7
+0% +$979 0.05% 116
2025
Q3 		$5.23M Buy
37,479
+64
+0.2% +$8.75K 0.05% 121
2025
Q2 		$4.94M Sell
37,415
-24
-0.1% -$3.01K 0.05% 117
2025
Q1 		$4.72M Sell
37,439
-7
-0% -$911 0.05% 115
2024
Q4 		$4.84M Hold
37,446
– – 0.06% 110
2024
Q3 		$4.95M Buy
37,446
+275
+0.7% +$34.8K 0.06% 111
2024
Q2 		$4.66M Buy
37,171
+1,485
+4% +$180K 0.06% 125
2024
Q1 		$4.15M Sell
35,686
-1,098
-3% -$129K 0.07% 106
2023
Q4 		$4.28M Buy
36,784
+300
+0.8% +$32K 0.07% 103
2023
Q3 		$3.81M Buy
36,484
+242
+0.7% +$26.7K 0.07% 105
2023
Q2 		$3.98M Sell
36,242
-131
-0.4% -$13.8K 0.06% 110
2023
Q1 		$3.86M Sell
36,373
-157
-0.4% -$17.1K 0.07% 96
2022
Q4 		$3.85M Buy
36,530
+257
+0.7% +$27K 0.07% 95
2022
Q3 		$3.48M Sell
36,273
-4,588
-11% -$490K 0.08% 93
2022
Q2 		$4.15M Sell
40,861
-18
-0% -$2.01K 0.09% 83
2022
Q1 		$4.89M Buy
40,879
+2,046
+5% +$241K 0.1% 76
2021
Q4 		$4.75M Buy
+38,833
New +$4.64M 0.09% 70

Other funds holding IWS

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group's IWS Position: Q3 2026 in Review

Mather Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.12% in Q3 2026, buying an estimated $8.05K and bringing the position to 38,985 shares worth $6.27M. The position accounts for 0.05% of the portfolio, ranked #151.

Mather Group first reported a position in IWS in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.41M in Q2 2026. 204 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Mather Group held 38,985 shares of iShares Russell Mid-Cap Value ETF worth $6.27M as of Q3 2026.
  • Mather Group bought 48 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $8.05K.
  • iShares Russell Mid-Cap Value ETF made up 0.05% of Mather Group's portfolio in Q3 2026, its #151 holding.
  • Mather Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Mather Group's iShares Russell Mid-Cap Value ETF position peaked at $6.41M in Q2 2026.
  • 204 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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