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 Q3	$458K	Sell	1,062 -42	-4%	-$18.1K	﹤0.01%	557
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

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Mather Group's IWV Position: Q3 2026 in Review

Mather Group reduced its iShares Russell 3000 ETF (IWV) stake by 3.8% in Q3 2026, selling an estimated $18.1K and leaving 1,062 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Mather Group first reported a position in IWV in Q2 2023 and has held it in 11 quarters since. The position peaked at $471K in Q2 2026. 247 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Mather Group held 1,062 shares of iShares Russell 3000 ETF worth $458K as of Q3 2026.
Mather Group sold 42 iShares Russell 3000 ETF shares in Q3 2026, an estimated $18.1K.
iShares Russell 3000 ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #557 holding.
Mather Group first reported a position in iShares Russell 3000 ETF in Q2 2023 and has held it in 11 quarters since.
Mather Group's iShares Russell 3000 ETF position peaked at $471K in Q2 2026.
247 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

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