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Matthew Hamilton Rosenberg’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.3K Hold
200
– – ﹤0.01% 558
2026
Q2 		$18.1K Hold
200
– – ﹤0.01% 559
2026
Q1 		$16K Hold
200
– – ﹤0.01% 566
2025
Q4 		$21.1K Hold
200
– – ﹤0.01% 537
2025
Q3 		$23K Hold
200
– – 0.01% 520
2025
Q2 		$21.9K Sell
200
-40
-17% -$3.96K 0.01% 549
2025
Q1 		$21.4K Sell
240
-80
-25% -$7.9K 0.01% 528
2024
Q4 		$32K Buy
+320
New +$31.7K 0.01% 483

Other funds holding IGV

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2026 at 200 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Matthew Hamilton Rosenberg first reported a position in IGV in Q4 2024 and has held it in 8 quarters since. The position peaked at $32K in Q4 2024. 42 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Matthew Hamilton Rosenberg held 200 shares of iShares Expanded Tech-Software Sector ETF worth $21.3K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2026.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #558 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 8 quarters since.
  • Matthew Hamilton Rosenberg's iShares Expanded Tech-Software Sector ETF position peaked at $32K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

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