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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
Q3 		$75.4K Hold
304
– – 0.01% 389
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 304 shares worth $75.4K. The position accounts for 0.01% of the portfolio, ranked #389.

Matthew Hamilton Rosenberg first reported a position in IWD in Q2 2022 and has held it in 18 quarters since. The position peaked at $91K in Q2 2022. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Matthew Hamilton Rosenberg held 304 shares of iShares Russell 1000 Value ETF worth $75.4K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #389 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Matthew Hamilton Rosenberg's iShares Russell 1000 Value ETF position peaked at $91K in Q2 2022.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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