Matthew Hamilton Rosenberg’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.2K	Buy	206 +182	+758%	+$25.1K	0.01%	496
2026 Q1	$3.08K	Hold	24	–	–	﹤0.01%	712
2025 Q4	$3.29K	Hold	24	–	–	﹤0.01%	720
2025 Q3	$3.42K	Sell	24 -20	-45%	-$2.83K	﹤0.01%	728
2025 Q2	$6.1K	Buy	+44	New	+$5.57K	﹤0.01%	711
2022 Q2	–	Sell	-20	Closed	-$2K	–	799
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	712
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	691
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	663
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	570
2021 Q1	$2K	Buy	+20	New	+$2.09K	﹤0.01%	541

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Matthew Hamilton Rosenberg increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 758% in Q2 2026, buying an estimated $25.1K and bringing the position to 206 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #496.

Matthew Hamilton Rosenberg first reported a position in IWP in Q1 2021 and has held it in 10 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Matthew Hamilton Rosenberg held 206 shares of iShares Russell Mid-Cap Growth ETF worth $30.2K as of Q2 2026.
Matthew Hamilton Rosenberg bought 182 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $25.1K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #496 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 10 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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