Matthew Hamilton Rosenberg’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.1K	Hold	88	–	–	﹤0.01%	599
2026 Q1	$9.95K	Hold	88	–	–	﹤0.01%	612
2025 Q4	$10.8K	Hold	88	–	–	﹤0.01%	619
2025 Q3	$10.6K	Hold	88	–	–	﹤0.01%	623
2025 Q2	$9.69K	Hold	88	–	–	﹤0.01%	659
2025 Q1	$8.17K	Sell	88 -83	-49%	-$8.37K	﹤0.01%	663
2024 Q4	$17.4K	Sell	171 -301	-64%	-$30K	﹤0.01%	559
2024 Q3	$45.2K	Sell	472 -27	-5%	-$2.49K	0.01%	443
2024 Q2	$46.5K	Buy	499 +135	+37%	+$11.6K	0.01%	429
2024 Q1	$30.8K	Sell	364 -127	-26%	-$10.2K	0.01%	488
2023 Q4	$36.9K	Hold	491	–	–	0.01%	469
2023 Q3	$33.6K	Sell	491 -653	-57%	-$46.2K	0.01%	465
2023 Q2	$80.6K	Hold	1,144	–	–	0.03%	343
2023 Q1	$73.1K	Hold	1,144	–	–	0.02%	378
2022 Q4	$66.9K	Sell	1,144 -532	-32%	-$31.9K	0.02%	392
2022 Q3	$97K	Hold	1,676	–	–	0.04%	293
2022 Q2	$102K	Hold	1,676	–	–	0.04%	294
2022 Q1	$128K	Buy	1,676 +27	+2%	+$2.03K	0.04%	268
2021 Q4	$138K	Buy	1,649 +1,129	+217%	+$91K	0.05%	249
2021 Q3	$38K	Buy	+520	New	+$39.6K	0.02%	432

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Matthew Hamilton Rosenberg held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 88 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Matthew Hamilton Rosenberg first reported a position in IVW in Q3 2021 and has held it in 20 quarters since. The position peaked at $138K in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Matthew Hamilton Rosenberg held 88 shares of iShares S&P 500 Growth ETF worth $12.1K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #599 holding.
Matthew Hamilton Rosenberg first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 20 quarters since.
Matthew Hamilton Rosenberg's iShares S&P 500 Growth ETF position peaked at $138K in Q4 2021.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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