Matthew Hamilton Rosenberg’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.6K	Hold	194	–	–	0.01%	482
2026 Q1	$28.1K	Hold	194	–	–	0.01%	501
2025 Q4	$27.4K	Hold	194	–	–	0.01%	500
2025 Q3	$27.5K	Sell	194 -170	-47%	-$23.5K	0.01%	495
2025 Q2	$48.4K	Sell	364 -11	-3%	-$1.38K	0.01%	444
2025 Q1	$46.7K	Hold	375	–	–	0.01%	431
2024 Q4	$50.8K	Hold	375	–	–	0.01%	421
2024 Q3	$52.3K	Hold	375	–	–	0.01%	420
2024 Q2	$47.9K	Hold	375	–	–	0.01%	425
2024 Q1	$48.7K	Hold	375	–	–	0.01%	438
2023 Q4	$46.9K	Hold	375	–	–	0.01%	440
2023 Q3	$41.1K	Hold	375	–	–	0.01%	448
2023 Q2	$43.1K	Sell	375 -1,709	-82%	-$187K	0.01%	457
2023 Q1	$229K	Hold	2,084	–	–	0.07%	166
2022 Q4	$225K	Hold	2,084	–	–	0.08%	161
2022 Q3	$212K	Hold	2,084	–	–	0.08%	151
2022 Q2	$221K	Hold	2,084	–	–	0.08%	154
2022 Q1	$261K	Sell	2,084 -145	-7%	-$18.3K	0.09%	145
2021 Q4	$309K	Sell	2,229 -839	-27%	-$114K	0.11%	115
2021 Q3	$399K	Buy	+3,068	New	+$404K	0.16%	76

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 194 shares worth $34.6K. The position accounts for 0.01% of the portfolio, ranked #482.

Matthew Hamilton Rosenberg first reported a position in IJT in Q3 2021 and has held it in 20 quarters since. The position peaked at $399K in Q3 2021. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Matthew Hamilton Rosenberg held 194 shares of iShares S&P Small-Cap 600 Growth ETF worth $34.6K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #482 holding.
Matthew Hamilton Rosenberg first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and has held it in 20 quarters since.
Matthew Hamilton Rosenberg's iShares S&P Small-Cap 600 Growth ETF position peaked at $399K in Q3 2021.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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