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 Q3	$2.5K	Sell	6 -6	-50%	-$2.49K	﹤0.01%	744
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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

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

Matthew Hamilton Rosenberg reduced its iShares Russell 1000 ETF (IWB) stake by 50% in Q3 2026, selling an estimated $2.49K and leaving 6 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Matthew Hamilton Rosenberg first reported a position in IWB in Q3 2021 and has held it in 21 quarters since. The position peaked at $47K in Q3 2021. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Matthew Hamilton Rosenberg held 6 shares of iShares Russell 1000 ETF worth $2.5K as of Q3 2026.
Matthew Hamilton Rosenberg sold 6 iShares Russell 1000 ETF shares in Q3 2026, an estimated $2.49K.
iShares Russell 1000 ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #744 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 21 quarters since.
Matthew Hamilton Rosenberg's iShares Russell 1000 ETF position peaked at $47K in Q3 2021.
491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

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