MHR
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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
Q3 		$241K Sell
1,770
-260
-13% -$37.6K 0.04% 195
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

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

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

Matthew Hamilton Rosenberg reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q3 2026, selling an estimated $37.6K and leaving 1,770 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #195.

Matthew Hamilton Rosenberg first reported a position in IJR in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.4M in Q3 2021. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,770 shares of iShares Core S&P Small-Cap ETF worth $241K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 260 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $37.6K.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #195 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 21 quarters since.
  • Matthew Hamilton Rosenberg's iShares Core S&P Small-Cap ETF position peaked at $1.4M in Q3 2021.
  • 184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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