MHR
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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
Q3 		$110K Hold
880
– – 0.02% 336
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 880 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #336.

Matthew Hamilton Rosenberg first reported a position in IWF in Q2 2022 and has held it in 18 quarters since. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Matthew Hamilton Rosenberg held 880 shares of iShares Russell 1000 Growth ETF worth $110K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #336 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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