MHR
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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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 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. 418 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.
  • 418 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.