Matthew Hamilton Rosenberg’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$275K	Sell	1,684 -38	-2%	-$5.69K	0.05%	179
2026 Q1	$204K	Hold	1,722	–	–	0.04%	209
2025 Q4	$222K	Hold	1,722	–	–	0.05%	192
2025 Q3	$217K	Hold	1,722	–	–	0.05%	194
2025 Q2	$193K	Hold	1,722	–	–	0.05%	213
2025 Q1	$156K	Hold	1,722	–	–	0.04%	232
2024 Q4	$176K	Hold	1,722	–	–	0.05%	206
2024 Q3	$165K	Hold	1,722	–	–	0.04%	219
2024 Q2	$163K	Buy	+1,722	New	+$151K	0.05%	204

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Matthew Hamilton Rosenberg's IGM Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares Expanded Tech Sector ETF (IGM) stake by 2.2% in Q2 2026, selling an estimated $5.69K and leaving 1,684 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #179.

Matthew Hamilton Rosenberg first reported a position in IGM in Q2 2024 and has held it in 9 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Matthew Hamilton Rosenberg held 1,684 shares of iShares Expanded Tech Sector ETF worth $275K as of Q2 2026.
Matthew Hamilton Rosenberg sold 38 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $5.69K.
iShares Expanded Tech Sector ETF made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #179 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 9 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.