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Matthew Hamilton Rosenberg’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$301K Hold
2,030
– – 0.06% 164
2026
Q1 		$252K Hold
2,030
– – 0.05% 168
2025
Q4 		$244K Buy
2,030
+5
+0.2% +$598 0.05% 177
2025
Q3 		$241K Sell
2,025
-126
-6% -$14.5K 0.05% 179
2025
Q2 		$235K Sell
2,151
-259
-11% -$26.8K 0.05% 180
2025
Q1 		$252K Sell
2,410
-46
-2% -$5.19K 0.06% 150
2024
Q4 		$283K Buy
2,456
+281
+13% +$33.6K 0.07% 133
2024
Q3 		$254K Sell
2,175
-104
-5% -$11.8K 0.07% 158
2024
Q2 		$241K Buy
2,279
+388
+21% +$41.5K 0.07% 153
2024
Q1 		$207K Sell
1,891
-577
-23% -$61.3K 0.06% 183
2023
Q4 		$267K Sell
2,468
-216
-8% -$20.8K 0.08% 132
2023
Q3 		$253K Sell
2,684
-1,537
-36% -$154K 0.08% 129
2023
Q2 		$421K Sell
4,221
-6,337
-60% -$603K 0.14% 76
2023
Q1 		$1.02M Sell
10,558
-218
-2% -$21.8K 0.33% 41
2022
Q4 		$1.02M Sell
10,776
-900
-8% -$86.3K 0.35% 41
2022
Q3 		$1.02M Sell
11,676
-701
-6% -$68.1K 0.39% 38
2022
Q2 		$1.16M Buy
12,377
+446
+4% +$44.4K 0.44% 36
2022
Q1 		$1.29M Sell
11,931
-205
-2% -$22.1K 0.45% 35
2021
Q4 		$1.39M Sell
12,136
-726
-6% -$82.7K 0.49% 34
2021
Q3 		$1.4M Buy
+12,862
New +$1.42M 0.55% 33

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,030 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #164.

Matthew Hamilton Rosenberg first reported a position in IJR in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.4M in Q3 2021. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Matthew Hamilton Rosenberg held 2,030 shares of iShares Core S&P Small-Cap ETF worth $301K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.06% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #164 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • Matthew Hamilton Rosenberg's iShares Core S&P Small-Cap ETF position peaked at $1.4M in Q3 2021.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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