Matthew Hamilton Rosenberg’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.91K	Hold	12	–	–	﹤0.01%	696
2026 Q1	$4.28K	Hold	12	–	–	﹤0.01%	692
2025 Q4	$4.48K	Hold	12	–	–	﹤0.01%	696
2025 Q3	$4.39K	Sell	12 -25	-68%	-$8.81K	﹤0.01%	705
2025 Q2	$12.6K	Sell	37 -17	-31%	-$5.34K	﹤0.01%	632
2025 Q1	$16.6K	Sell	54 -51	-49%	-$16.5K	﹤0.01%	565
2024 Q4	$33.8K	Sell	105 -31	-23%	-$10K	0.01%	476
2024 Q3	$42.8K	Buy	136 +17	+14%	+$5.15K	0.01%	451
2024 Q2	$35.5K	Buy	119 +76	+177%	+$21.8K	0.01%	467
2024 Q1	$12.4K	Buy	43 +17	+65%	+$4.66K	﹤0.01%	584
2023 Q4	$6.82K	Hold	26	–	–	﹤0.01%	666
2023 Q3	$6.11K	Hold	26	–	–	﹤0.01%	669
2023 Q2	$6.34K	Hold	26	–	–	﹤0.01%	669
2023 Q1	$5.86K	Hold	26	–	–	﹤0.01%	718
2022 Q4	$5.47K	Hold	26	–	–	﹤0.01%	713
2022 Q3	$5K	Hold	26	–	–	﹤0.01%	713
2022 Q2	$5K	Hold	26	–	–	﹤0.01%	694
2022 Q1	$7K	Hold	26	–	–	﹤0.01%	652
2021 Q4	$7K	Sell	26 -170	-87%	-$43.8K	﹤0.01%	627
2021 Q3	$47K	Buy	+196	New	+$48.7K	0.02%	402

Other funds holding IWB

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Matthew Hamilton Rosenberg held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 12 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Matthew Hamilton Rosenberg first reported a position in IWB in Q3 2021 and has held it in 20 quarters since. The position peaked at $47K in Q3 2021. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Matthew Hamilton Rosenberg held 12 shares of iShares Russell 1000 ETF worth $4.91K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #696 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 20 quarters since.
Matthew Hamilton Rosenberg's iShares Russell 1000 ETF position peaked at $47K in Q3 2021.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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