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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
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

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mather Group's IWV Position: Q1 2026 in Review

Mather Group held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 1,104 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Mather Group first reported a position in IWV in Q2 2023 and has held it in 9 quarters since. The position peaked at $427K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Mather Group held 1,104 shares of iShares Russell 3000 ETF worth $409K as of Q1 2026.
  • Mather Group left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #546 holding.
  • Mather Group first reported a position in iShares Russell 3000 ETF in Q2 2023 and has held it in 9 quarters since.
  • Mather Group's iShares Russell 3000 ETF position peaked at $427K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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