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 Q3	$208K	Hold	749	–	–	0.04%	222
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 749 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #222.

Matthew Hamilton Rosenberg first reported a position in IWM in Q1 2020 and has held it in 27 quarters since. The position peaked at $279K in Q2 2021. 1,791 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Matthew Hamilton Rosenberg held 749 shares of iShares Russell 2000 ETF worth $208K as of Q3 2026.
Matthew Hamilton Rosenberg left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #222 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 27 quarters since.
Matthew Hamilton Rosenberg's iShares Russell 2000 ETF position peaked at $279K in Q2 2021.
1,791 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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