Mather Group’s iShares Russell 3000 ETF IWV Stock Holding History

Mather Group’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$418K	Buy
2025 Q2	$387K	Hold
2025 Q1	$350K	Hold
2024 Q4	$369K	Sell
2024 Q3	$393K	Sell
2024 Q2	$421K	Buy
2023 Q3	–	Sell
2023 Q2	$357K	Buy