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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
2026
Q2 		$471K Hold
1,104
– – ﹤0.01% 552
2026
Q1 		$409K Hold
1,104
– – ﹤0.01% 546
2025
Q4 		$427K Hold
1,104
– – ﹤0.01% 446
2025
Q3 		$418K Buy
1,104
+1
+0.1% +$365 ﹤0.01% 439
2025
Q2 		$387K Hold
1,103
– – ﹤0.01% 438
2025
Q1 		$350K Hold
1,103
– – ﹤0.01% 456
2024
Q4 		$369K Sell
1,103
-99
-8% -$33.3K ﹤0.01% 421
2024
Q3 		$393K Sell
1,202
-201
-14% -$63.3K 0.01% 414
2024
Q2 		$421K Buy
+1,403
New +$419K 0.01% 453
2023
Q3 		– Sell
-1,403
Closed -$357K – 579
2023
Q2 		$357K Buy
+1,403
New +$337K 0.01% 422

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mather Group's IWV Position: Q2 2026 in Review

Mather Group held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,104 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Mather Group first reported a position in IWV in Q2 2023 and has held it in 10 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Mather Group held 1,104 shares of iShares Russell 3000 ETF worth $471K as of Q2 2026.
  • Mather Group left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #552 holding.
  • Mather Group first reported a position in iShares Russell 3000 ETF in Q2 2023 and has held it in 10 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.