MHR
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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
Q3 		$278K Sell
1,645
-39
-2% -$6.25K 0.05% 177
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

SBA
Seven Bridges Advisors New York $221M AUM
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Matthew Hamilton Rosenberg's IGM Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares Expanded Tech Sector ETF (IGM) stake by 2.3% in Q3 2026, selling an estimated $6.25K and leaving 1,645 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #177.

Matthew Hamilton Rosenberg first reported a position in IGM in Q2 2024 and has held it in 10 quarters since. 27 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,645 shares of iShares Expanded Tech Sector ETF worth $278K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 39 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $6.25K.
  • iShares Expanded Tech Sector ETF made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #177 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 10 quarters since.
  • 27 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.