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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Mather Group's IWS Position: Q1 2026 in Review

Mather Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.02% in Q1 2026, selling an estimated $1.04K and leaving 37,479 shares worth $5.46M. The position accounts for 0.05% of the portfolio, ranked #126.

Mather Group first reported a position in IWS in Q4 2021 and has held it in 18 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Mather Group held 37,479 shares of iShares Russell Mid-Cap Value ETF worth $5.46M as of Q1 2026.
  • Mather Group sold 7 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.04K.
  • iShares Russell Mid-Cap Value ETF made up 0.05% of Mather Group's portfolio in Q1 2026, its #126 holding.
  • Mather Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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