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iShares Russell Midcap Value Index shares owned by Mather Group

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Mather Group from 13F filings

Historical chart of Mather Group investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index held by Mather Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Value Index by Mather Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 36k 116.29
2023-12-31 $4.3M 37k 116.29
2023-09-30 $3.8M 37k 104.34
2023-06-30 $4.0M 36k 109.84
2023-03-31 $3.9M 36k 106.20
2022-12-31 $3.8M 37k 105.34
2022-09-30 $3.5M 36k 96.06
2022-06-30 $4.1M 41k 101.56
2022-03-31 $4.9M 41k 119.65
2021-12-31 $4.8M 39k 122.37

More positions owned by Mather Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Faln Angls Usd (FALN)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Mather Group

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Morgan Stanley
Bank of America Corporation
Us Bancorp
Envestnet Portfolio Solutions
Wells Fargo & Company
First Citizens Bank & Trust
Royal Bank of Canada
Commerce Bank N A
Commonwealth Equity Services
FMR
Betterment
UBS Group
Pnc Financial Services
ZB

View all funds holding iShares Russell Midcap Value Index