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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$109K	Sell	880 -24	-3%	-$2.89K	0.02%	332
2026 Q1	$96.4K	Hold	904	–	–	0.02%	331
2025 Q4	$107K	Hold	904	–	–	0.02%	316
2025 Q3	$106K	Hold	904	–	–	0.02%	320
2025 Q2	$96K	Hold	904	–	–	0.02%	337
2025 Q1	$81.6K	Hold	904	–	–	0.02%	344
2024 Q4	$90.8K	Sell	904 -228	-20%	-$22.4K	0.02%	327
2024 Q3	$106K	Hold	1,132	–	–	0.03%	317
2024 Q2	$104K	Sell	1,132 -24	-2%	-$2.05K	0.03%	289
2024 Q1	$97.3K	Hold	1,156	–	–	0.03%	317
2023 Q4	$87.6K	Hold	1,156	–	–	0.03%	333
2023 Q3	$76.9K	Hold	1,156	–	–	0.03%	337
2023 Q2	$79.5K	Hold	1,156	–	–	0.03%	346
2023 Q1	$70.6K	Hold	1,156	–	–	0.02%	387
2022 Q4	$61.9K	Buy	1,156 +52	+5%	+$2.86K	0.02%	409
2022 Q3	$58K	Buy	1,104 +600	+119%	+$35.3K	0.02%	398
2022 Q2	$28K	Buy	+504	New	+$30.3K	0.01%	546

Other funds holding IWF

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

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Matthew Hamilton Rosenberg reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.7% in Q2 2026, selling an estimated $2.89K and leaving 880 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #332.

Matthew Hamilton Rosenberg first reported a position in IWF in Q2 2022 and has held it in 17 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Matthew Hamilton Rosenberg held 880 shares of iShares Russell 1000 Growth ETF worth $109K as of Q2 2026.
Matthew Hamilton Rosenberg sold 24 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.89K.
iShares Russell 1000 Growth ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #332 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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