Matthew Hamilton Rosenberg’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$161K	Sell	1,472 -82	-5%	-$9.3K	0.03%	268
2026 Q2	$183K	Hold	1,554	–	–	0.03%	248
2026 Q1	$156K	Hold	1,554	–	–	0.03%	251
2025 Q4	$151K	Hold	1,554	–	–	0.03%	261
2025 Q3	$149K	Hold	1,554	–	–	0.03%	252
2025 Q2	$141K	Hold	1,554	–	–	0.03%	263
2025 Q1	$129K	Hold	1,554	–	–	0.03%	266
2024 Q4	$141K	Hold	1,554	–	–	0.04%	244
2024 Q3	$143K	Hold	1,554	–	–	0.04%	249
2024 Q2	$135K	Buy	+1,554	New	+$137K	0.04%	239
2023 Q2	–	Sell	-1,120	Closed	-$80.1K	–	977
2023 Q1	$80.1K	Hold	1,120	–	–	0.03%	356
2022 Q4	$76.5K	Hold	1,120	–	–	0.03%	358
2022 Q3	$71K	Hold	1,120	–	–	0.03%	356
2022 Q2	$72K	Hold	1,120	–	–	0.03%	368
2022 Q1	$87K	Hold	1,120	–	–	0.03%	337
2021 Q4	$95K	Sell	1,120 -256	-19%	-$21.5K	0.03%	310
2021 Q3	$109K	Buy	1,376 +1,120	+438%	+$90.9K	0.04%	271
2021 Q2	$21K	Hold	256	–	–	0.01%	461
2021 Q1	$20K	Hold	256	–	–	0.01%	445
2020 Q4	$18K	Hold	256	–	–	0.01%	432
2020 Q3	$15K	Hold	256	–	–	0.01%	425
2020 Q2	$14K	Buy	+256	New	+$13.3K	0.01%	451

Other funds holding IJK

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

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

Matthew Hamilton Rosenberg reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 5.3% in Q3 2026, selling an estimated $9.3K and leaving 1,472 shares worth $161K. The position accounts for 0.03% of the portfolio, ranked #268.

Matthew Hamilton Rosenberg first reported a position in IJK in Q2 2020 and has held it in 22 quarters since. The position peaked at $183K in Q2 2026. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Matthew Hamilton Rosenberg held 1,472 shares of iShares S&P Mid-Cap 400 Growth ETF worth $161K as of Q3 2026.
Matthew Hamilton Rosenberg sold 82 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $9.3K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #268 holding.
Matthew Hamilton Rosenberg first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and has held it in 22 quarters since.
Matthew Hamilton Rosenberg's iShares S&P Mid-Cap 400 Growth ETF position peaked at $183K in Q2 2026.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

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