Matthew Hamilton Rosenberg’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$225K	Hold	749	–	–	0.04%	205
2026 Q1	$186K	Sell	749 -15	-2%	-$3.87K	0.04%	226
2025 Q4	$188K	Hold	764	–	–	0.04%	217
2025 Q3	$185K	Sell	764 -66	-8%	-$15.1K	0.04%	222
2025 Q2	$179K	Buy	830 +23	+3%	+$4.63K	0.04%	222
2025 Q1	$161K	Hold	807	–	–	0.04%	219
2024 Q4	$178K	Hold	807	–	–	0.05%	204
2024 Q3	$178K	Hold	807	–	–	0.05%	207
2024 Q2	$162K	Sell	807 -408	-34%	-$82.5K	0.05%	205
2024 Q1	$253K	Hold	1,215	–	–	0.07%	149
2023 Q4	$244K	Hold	1,215	–	–	0.08%	148
2023 Q3	$215K	Hold	1,215	–	–	0.07%	149
2023 Q2	$228K	Hold	1,215	–	–	0.08%	148
2023 Q1	$217K	Hold	1,215	–	–	0.07%	170
2022 Q4	$212K	Hold	1,215	–	–	0.07%	170
2022 Q3	$200K	Hold	1,215	–	–	0.08%	161
2022 Q2	$208K	Hold	1,215	–	–	0.08%	161
2022 Q1	$249K	Hold	1,215	–	–	0.09%	155
2021 Q4	$270K	Hold	1,215	–	–	0.1%	132
2021 Q3	$266K	Hold	1,215	–	–	0.11%	122
2021 Q2	$279K	Hold	1,215	–	–	0.15%	88
2021 Q1	$268K	Hold	1,215	–	–	0.15%	85
2020 Q4	$238K	Hold	1,215	–	–	0.15%	86
2020 Q3	$182K	Hold	1,215	–	–	0.13%	100
2020 Q2	$174K	Sell	1,215 -2,406	-66%	-$316K	0.14%	99
2020 Q1	$167K	Buy	+3,621	New	+$540K	0.17%	64

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 749 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #205.

Matthew Hamilton Rosenberg first reported a position in IWM in Q1 2020 and has held it in 26 quarters since. The position peaked at $279K in Q2 2021. 938 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Matthew Hamilton Rosenberg held 749 shares of iShares Russell 2000 ETF worth $225K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #205 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's iShares Russell 2000 ETF position peaked at $279K in Q2 2021.
938 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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