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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73.7K	Hold	304	–	–	0.01%	386
2026 Q1	$65K	Hold	304	–	–	0.01%	392
2025 Q4	$63.9K	Hold	304	–	–	0.01%	392
2025 Q3	$61.9K	Hold	304	–	–	0.01%	393
2025 Q2	$59K	Hold	304	–	–	0.01%	415
2025 Q1	$57.2K	Hold	304	–	–	0.01%	402
2024 Q4	$56.3K	Sell	304 -31	-9%	-$5.95K	0.01%	400
2024 Q3	$63.6K	Sell	335 -39	-10%	-$7.11K	0.02%	389
2024 Q2	$64.8K	Sell	374 -62	-14%	-$10.8K	0.02%	378
2024 Q1	$77.7K	Hold	436	–	–	0.02%	363
2023 Q4	$72K	Hold	436	–	–	0.02%	368
2023 Q3	$66.2K	Sell	436 -32	-7%	-$5.08K	0.02%	364
2023 Q2	$73.9K	Hold	468	–	–	0.03%	363
2023 Q1	$71.3K	Hold	468	–	–	0.02%	385
2022 Q4	$71K	Sell	468 -3	-0.6%	-$449	0.02%	378
2022 Q3	$64K	Buy	471 +260	+123%	+$39.1K	0.02%	376
2022 Q2	$91K	Buy	+211	New	+$33K	0.03%	318

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 304 shares worth $73.7K. The position accounts for 0.01% of the portfolio, ranked #386.

Matthew Hamilton Rosenberg first reported a position in IWD in Q2 2022 and has held it in 17 quarters since. The position peaked at $91K in Q2 2022. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Matthew Hamilton Rosenberg held 304 shares of iShares Russell 1000 Value ETF worth $73.7K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #386 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 17 quarters since.
Matthew Hamilton Rosenberg's iShares Russell 1000 Value ETF position peaked at $91K in Q2 2022.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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