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Matthew Hamilton Rosenberg’s iShares S&P 500 Value ETF IVE Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.3K Sell
217
-62
-22% -$13.8K 0.01% 439
2026
Q1 		$58.9K Sell
279
-1
-0.4% -$217 0.01% 403
2025
Q4 		$59.4K Hold
280
– – 0.01% 399
2025
Q3 		$57.8K Sell
280
-4
-1% -$803 0.01% 404
2025
Q2 		$55.5K Sell
284
-29
-9% -$5.4K 0.01% 422
2025
Q1 		$59.7K Sell
313
-134
-30% -$25.9K 0.02% 395
2024
Q4 		$85.3K Buy
447
+31
+7% +$6.15K 0.02% 336
2024
Q3 		$82K Hold
416
– – 0.02% 350
2024
Q2 		$75.3K Hold
416
– – 0.02% 353
2024
Q1 		$77.2K Hold
416
– – 0.02% 366
2023
Q4 		$72.3K Sell
416
-8
-2% -$1.29K 0.02% 367
2023
Q3 		$65.2K Sell
424
-359
-46% -$58K 0.02% 368
2023
Q2 		$126K Sell
783
-49
-6% -$7.54K 0.04% 254
2023
Q1 		$126K Sell
832
-38
-4% -$5.74K 0.04% 270
2022
Q4 		$126K Buy
870
+107
+14% +$15.3K 0.04% 260
2022
Q3 		$98K Hold
763
– – 0.04% 290
2022
Q2 		$106K Hold
763
– – 0.04% 286
2022
Q1 		$119K Buy
763
+333
+77% +$51.2K 0.04% 280
2021
Q4 		$67K Hold
430
– – 0.02% 371
2021
Q3 		$63K Buy
+430
New +$64.1K 0.02% 357

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Matthew Hamilton Rosenberg reduced its iShares S&P 500 Value ETF (IVE) stake by 22% in Q2 2026, selling an estimated $13.8K and leaving 217 shares worth $49.3K. The position accounts for 0.01% of the portfolio, ranked #439.

Matthew Hamilton Rosenberg first reported a position in IVE in Q3 2021 and has held it in 20 quarters since. The position peaked at $126K in Q1 2023. 583 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Matthew Hamilton Rosenberg held 217 shares of iShares S&P 500 Value ETF worth $49.3K as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 62 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $13.8K.
  • iShares S&P 500 Value ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #439 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares S&P 500 Value ETF in Q3 2021 and has held it in 20 quarters since.
  • Matthew Hamilton Rosenberg's iShares S&P 500 Value ETF position peaked at $126K in Q1 2023.
  • 583 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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