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iShares Russell 1000 Value Index shares owned by Mather Group

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Mather Group from 13F filings

Historical chart of Mather Group investment in iShares Russell 1000 Value Index

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All positions including iShares Russell 1000 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 1000 Value Index by Mather Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 57k 189.80
2024-06-30 $12M 64k 179.11
2024-03-31 $11M 64k 165.25
2023-12-31 $11M 65k 165.25
2023-09-30 $10M 68k 151.82
2023-06-30 $11M 72k 157.83
2023-03-31 $11M 72k 152.26
2022-12-31 $12M 81k 151.65
2022-09-30 $12M 85k 135.99
2022-06-30 $13M 90k 144.97
2022-03-31 $17M 101k 165.98
2021-12-31 $19M 112k 167.93
2021-09-30 $21M 137k 156.51
2021-06-30 $31M 192k 158.62
2021-03-31 $33M 221k 151.55
2020-12-31 $34M 246k 136.73
2020-09-30 $30M 257k 118.13
2020-06-30 $31M 276k 112.62
2020-03-31 $29M 291k 99.18
2019-12-31 $40M 293k 136.48
2019-09-30 $39M 304k 128.26
2019-06-30 $39M 309k 127.22
2019-03-31 $40M 322k 123.49
2018-12-31 $39M 349k 111.05
2018-09-30 $45M 358k 126.62
2018-06-30 $45M 374k 121.38
2018-03-31 $44M 364k 119.96
2017-12-31 $46M 369k 124.34
2017-09-30 $43M 365k 118.51
2017-06-30 $43M 370k 116.43
2017-03-31 $43M 375k 114.94
2016-12-31 $42M 373k 112.03
2016-09-30 $39M 369k 105.62
2016-06-30 $36M 352k 103.23
2016-03-31 $33M 333k 98.81
2015-12-31 $30M 304k 97.86
2015-09-30 $27M 292k 93.28
2015-06-30 $26M 256k 103.08
2015-03-31 $26M 256k 103.08
2014-12-31 $25M 240k 104.40
2014-09-30 $23M 233k 100.09
2014-06-30 $22M 220k 101.27
2014-03-31 $19M 200k 96.50
2013-12-31 $19M 197k 94.17
2013-09-30 $17M 194k 86.20
2013-06-30 $16M 191k 83.79
2013-03-31 $16M 189k 83.80
2012-12-31 $4.1M 56k 72.81
2012-09-30 $4.0M 55k 72.17
2012-06-30 $3.7M 54k 68.60
2012-03-31 $3.8M 54k 70.08
2011-12-31 $3.1M 49k 63.49
2011-09-30 $2.9M 52k 56.58

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)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Mather Group

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index